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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $7,835 | $75,832-89.7% | $147,617-94.7% | $59,633-86.9% |
| Participation rate | 96.5% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | 1.43% | 0.37%+1.1pp | 61.98%-60.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $894 | $3,131-71.4% | $4,895-81.7% | $3,192-72.0% |
| Admin fee / account holder | $35 | $5,986-99.4% | $11,612-99.7% | $4,297-99.2% |