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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 | $15,801 | $72,269-78.1% | $101,271-84.4% | $79,852-80.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.51% | 22.29%-3.8pp | 46.48%-28.0pp | 31.72%-13.2pp |
| Employer contribution / active EE | $7,388 | $2,692+174.5% | $3,660+101.9% | $2,471+199.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |