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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 | $17,399 | $72,639-76.0% | $90,766-80.8% | $66,949-74.0% |
| Participation rate | 84.3% | 73.7%+10.6pp | 75.7%+8.6pp | 69.8%+14.5pp |
| Annual return | -15.18% | -12.28%-2.9pp | -12.16%-3.0pp | 1.57%-16.7pp |
| Employer contribution / active EE | $805 | $2,369-66.0% | $2,922-72.4% | $2,545-68.4% |
| Participant deferral / active EE | $823 | $3,979-79.3% | $4,565-82.0% | $4,239-80.6% |
| Admin fee / account holder | $29 | $708-95.9% | $8,446-99.7% | $594-95.2% |