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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 | $106,230-66.0% | $147,080-75.4% | $77,736-53.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.82% | 56.91%-41.1pp | 420.17%-404.3pp | 31.26%-15.4pp |
| Employer contribution / active EE | $3,937 | $4,072-3.3% | $4,933-20.2% | $2,728+44.3% |
| Participant deferral / active EE | $4,563 | $8,001-43.0% | $8,066-43.4% | $4,651-1.9% |
| Admin fee / account holder | $170 | $338-49.8% | $12,989-98.7% | $433-60.8% |