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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 | $13,663 | $56,894-76.0% | $84,753-83.9% | $62,881-78.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.55% | 6.30%-3.8pp | 22.78%-20.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,712 | $2,400-28.7% | $3,574-52.1% | $2,281-25.0% |
| Participant deferral / active EE | $1,751 | $2,709-35.4% | $3,712-52.8% | $3,203-45.3% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |