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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 | $11,183 | $39,859-71.9% | $78,676-85.8% | $57,658-80.6% |
| Participation rate | 99.2% | 66.1%+33.1pp | 73.6%+25.7pp | 70.2%+29.0pp |
| Annual return | 5.39% | 18.96%-13.6pp | 62.19%-56.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $932 | $1,786-47.8% | $2,850-67.3% | $1,974-52.8% |
| Participant deferral / active EE | $1,011 | $2,248-55.0% | $3,517-71.3% | $3,061-67.0% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |