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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,646 | $63,471-97.4% | $68,808-97.6% | $66,938-97.5% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -17.12% | -8.29%-8.8pp | -6.37%-10.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $466 | $1,776-73.8% | $2,656-82.5% | $2,545-81.7% |
| Participant deferral / active EE | $216 | $2,946-92.7% | $3,942-94.5% | $4,238-94.9% |
| Admin fee / account holder | $37 | $578-93.6% | $4,936-99.3% | $594-93.8% |