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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 | $10,957 | $38,925-71.9% | $73,836-85.2% | $55,191-80.1% |
| Participation rate | 98.8% | 66.0%+32.8pp | 73.4%+25.4pp | 69.2%+29.6pp |
| Annual return | 1.59% | 6.31%-4.7pp | 2268.06%-2266.5pp | 10.78%-9.2pp |
| Employer contribution / active EE | $849 | $1,695-49.9% | $2,787-69.5% | $1,899-55.3% |
| Participant deferral / active EE | $792 | $2,351-66.3% | $3,583-77.9% | $3,046-74.0% |
| Admin fee / account holder | $1 | $83-98.9% | $4,882-100.0% | $91-99.0% |