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 | $13,552 | $139,618-90.3% | $100,540-86.5% | $106,273-87.2% |
| Participation rate | 98.4% | 83.2%+15.2pp | 79.4%+19.0pp | 70.8%+27.6pp |
| Annual return | 16.06% | 22.24%-6.2pp | 30.90%-14.8pp | 21.70%-5.6pp |
| Employer contribution / active EE | $3,069 | $3,379-9.2% | $3,419-10.2% | $2,722+12.7% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $6,272-100.0% | $4,601-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $8,082-100.0% | $78-100.0% |