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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,039 | $73,404-74.1% | $87,104-78.1% | $67,579-71.8% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.9%+20.7pp | 71.3%+26.3pp |
| Annual return | 27.04% | 48.29%-21.3pp | 28.19%-1.2pp | 378.56%-351.5pp |
| Employer contribution / active EE | $1,805 | $2,014-10.4% | $2,521-28.4% | $2,148-16.0% |
| Participant deferral / active EE | $2,478 | $3,913-36.7% | $4,048-38.8% | $3,539-30.0% |
| Admin fee / account holder | $109 | $142-23.1% | $7,491-98.5% | $142-23.4% |