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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,721 | $51,769-90.9% | $57,356-91.8% | $52,331-91.0% |
| Participation rate | 99.5% | 75.2%+24.3pp | 75.1%+24.4pp | 68.1%+31.4pp |
| Annual return | -4.58% | 2.43%-7.0pp | 24.41%-29.0pp | 4.54%-9.1pp |
| Employer contribution / active EE | $1,581 | $2,335-32.3% | $2,689-41.2% | $1,882-16.0% |
| Participant deferral / active EE | $1,835 | $2,794-34.3% | $3,162-42.0% | $3,022-39.3% |
| Admin fee / account holder | $4 | $295-98.6% | $3,357-99.9% | $592-99.3% |