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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 | $31,106 | $95,438-67.4% | $135,982-77.1% | $74,473-58.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 23.11% | 32.61%-9.5pp | 68.32%-45.2pp | 34.36%-11.2pp |
| Employer contribution / active EE | $3,366 | $3,878-13.2% | $4,859-30.7% | $2,638+27.6% |
| Participant deferral / active EE | $4,016 | $7,790-48.5% | $7,760-48.2% | $4,530-11.4% |
| Admin fee / account holder | $121 | $259-53.2% | $10,767-98.9% | $347-65.1% |