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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 | $9,715 | $39,898-75.6% | $121,220-92.0% | $55,725-82.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 71.8%+28.2pp | 70.9%+29.1pp |
| Annual return | -2.94% | -0.96%-2.0pp | 16.94%-19.9pp | 244.93%-247.9pp |
| Employer contribution / active EE | $873 | $1,295-32.6% | $4,023-78.3% | $2,078-58.0% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,345-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $5,021-100.0% | $115-100.0% |