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Annual investment return 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 | $10,359 | $51,223-79.8% | $82,763-87.5% | $66,949-84.5% |
| Participation rate | 82.8% | 67.9%+14.9pp | 72.6%+10.2pp | 69.8%+13.0pp |
| Annual return | -19.45% | -9.85%-9.6pp | 702.45%-721.9pp | 1.57%-21.0pp |
| Employer contribution / active EE | $2,391 | $2,611-8.4% | $3,008-20.5% | $2,545-6.1% |
| Participant deferral / active EE | $1,996 | $3,460-42.3% | $4,395-54.6% | $4,239-52.9% |
| Admin fee / account holder | $8 | $415-98.0% | $5,325-99.8% | $594-98.6% |