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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,134 | $106,110-65.9% | $147,005-75.4% | $77,671-53.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.82% | 56.77%-41.0pp | 418.76%-402.9pp | 31.21%-15.4pp |
| Employer contribution / active EE | $3,937 | $4,065-3.1% | $4,934-20.2% | $2,726+44.4% |
| Participant deferral / active EE | $4,563 | $7,992-42.9% | $8,070-43.4% | $4,648-1.8% |
| Admin fee / account holder | $170 | $338-49.7% | $13,006-98.7% | $430-60.5% |