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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 | $5,179 | $68,408-92.4% | $57,196-90.9% | $57,658-91.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 15.80% | 8.51%+7.3pp | 14.59%+1.2pp | 5.13%+10.7pp |
| Employer contribution / active EE | $1,504 | $2,869-47.6% | $2,683-43.9% | $1,974-23.8% |
| Participant deferral / active EE | $1,645 | $2,903-43.3% | $3,096-46.9% | $3,061-46.2% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |