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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,189 | $78,275-70.4% | $109,173-78.8% | $86,821-73.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 13.61% | 19.14%-5.5pp | 25.75%-12.1pp | 97.94%-84.3pp |
| Employer contribution / active EE | $4,603 | $3,105+48.3% | $3,723+23.7% | $2,406+91.3% |
| Participant deferral / active EE | $925 | $3,641-74.6% | $4,654-80.1% | $4,132-77.6% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |