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 | $10,482 | $116,243-91.0% | $91,994-88.6% | $89,609-88.3% |
| Participation rate | 99.0% | 84.8%+14.2pp | 78.6%+20.3pp | 69.6%+29.4pp |
| Annual return | 23.64% | 23.75%-0.1pp | 69.04%-45.4pp | 33.65%-10.0pp |
| Employer contribution / active EE | $2,992 | $3,226-7.2% | $3,453-13.3% | $2,584+15.8% |
| Participant deferral / active EE | $0 | $7,519-100.0% | $5,924-100.0% | $4,222-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $7,744-100.0% | $72-100.0% |