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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,954 | $91,517-94.6% | $101,271-95.1% | $73,412-93.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 11.61% | 17.17%-5.6pp | 46.48%-34.9pp | 59.30%-47.7pp |
| Employer contribution / active EE | $1,465 | $2,877-49.1% | $3,660-60.0% | $2,234-34.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $44 | $216-79.7% | $5,948-99.3% | $158-72.2% |