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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 | $23,395 | $89,652-73.9% | $141,191-83.4% | $65,185-64.1% |
| Participation rate | 70.9% | 74.7%-3.8pp | 82.5%-11.5pp | 70.2%+0.7pp |
| Annual return | 28.11% | 32.79%-4.7pp | 71.41%-43.3pp | 29.38%-1.3pp |
| Employer contribution / active EE | $2,557 | $3,065-16.6% | $4,736-46.0% | $2,177+17.5% |
| Participant deferral / active EE | $4,224 | $5,691-25.8% | $6,710-37.0% | $3,514+20.2% |
| Admin fee / account holder | $49 | $569-91.4% | $10,264-99.5% | $847-94.2% |