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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 | $6,442 | $100,801-93.6% | $149,745-95.7% | $73,412-91.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 22.67% | 265.34%-242.7pp | 276.72%-254.0pp | 59.30%-36.6pp |
| Employer contribution / active EE | $867 | $3,312-73.8% | $4,646-81.3% | $2,234-61.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $4 | $181-98.0% | $9,312-100.0% | $158-97.7% |