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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 | $5,688 | $51,166-88.9% | $70,544-91.9% | $71,511-92.0% |
| Participation rate | 88.7% | 59.4%+29.3pp | 68.4%+20.3pp | 67.9%+20.7pp |
| Annual return | 23.37% | 42.71%-19.3pp | 32.79%-9.4pp | 28.86%-5.5pp |
| Employer contribution / active EE | $5,132 | $1,793+186.2% | $2,976+72.5% | $2,589+98.2% |
| Participant deferral / active EE | $231 | $3,031-92.4% | $4,568-95.0% | $4,291-94.6% |
| Admin fee / account holder | $78 | $2,000-96.1% | $6,427-98.8% | $1,588-95.1% |