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Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,193 | $59,186-67.6% | $76,768-75.0% | $56,287-65.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 77.0%+15.4pp | 69.9%+22.5pp |
| Annual return | -7.96% | 6.62%-14.6pp | 2.43%-10.4pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,866 | $1,759+6.1% | $2,485-24.9% | $2,111-11.6% |
| Participant deferral / active EE | $2,340 | $3,255-28.1% | $3,852-39.2% | $3,350-30.1% |
| Admin fee / account holder | $132 | $489-73.0% | $6,675-98.0% | $521-74.6% |