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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 | $23,985 | $57,096-58.0% | $94,228-74.5% | $55,191-56.5% |
| Participation rate | 97.7% | 75.7%+22.0pp | 78.8%+18.9pp | 69.2%+28.5pp |
| Annual return | -0.16% | 159.65%-159.8pp | 10.68%-10.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,219 | $1,708+29.9% | $3,587-38.1% | $1,899+16.9% |
| Participant deferral / active EE | $2,909 | $3,165-8.1% | $4,320-32.7% | $3,046-4.5% |
| Admin fee / account holder | $28 | $89-69.1% | $6,269-99.6% | $91-69.6% |