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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 | $25,163 | $82,188-69.4% | $125,391-79.9% | $64,824-61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.28% | 3.50%-19.8pp | 572.41%-588.7pp | 32.84%-49.1pp |
| Employer contribution / active EE | $2,825 | $3,617-21.9% | $4,816-41.3% | $2,507+12.7% |
| Participant deferral / active EE | $3,565 | $7,177-50.3% | $7,448-52.1% | $4,311-17.3% |
| Admin fee / account holder | $137 | $163-16.0% | $10,009-98.6% | $188-27.0% |