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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,870 | $76,551-80.6% | $123,894-88.0% | $62,881-76.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.77% | 18.68%-4.9pp | 47.52%-33.8pp | 20.14%-6.4pp |
| Employer contribution / active EE | $3,782 | $2,882+31.2% | $4,617-18.1% | $2,281+65.8% |
| Participant deferral / active EE | $973 | $4,840-79.9% | $5,984-83.7% | $3,203-69.6% |
| Admin fee / account holder | $31 | $4,826-99.4% | $8,357-99.6% | $4,296-99.3% |