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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,729 | $69,383-93.2% | $101,271-95.3% | $73,493-93.6% |
| Participation rate | 78.7% | 68.4%+10.3pp | 75.8%+2.9pp | 70.7%+8.0pp |
| Annual return | 65.18% | 18.46%+46.7pp | 46.48%+18.7pp | 28.51%+36.7pp |
| Employer contribution / active EE | $1,827 | $2,628-30.5% | $3,660-50.1% | $2,270-19.5% |
| Participant deferral / active EE | $1,044 | $3,301-68.4% | $4,371-76.1% | $3,740-72.1% |
| Admin fee / account holder | $35 | $704-95.0% | $5,948-99.4% | $513-93.2% |