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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 | $7,702 | $45,324-83.0% | $122,354-93.7% | $69,631-88.9% |
| Participation rate | 84.6% | 59.9%+24.7pp | 71.6%+13.0pp | 70.7%+14.0pp |
| Annual return | 0.00% | 25.35%-25.3pp | 30.28%-30.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,051-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,469 | $2,367-37.9% | $3,287-55.3% | $3,224-54.4% |
| Admin fee / account holder | $0 | $87-99.5% | $5,479-100.0% | $110-99.6% |