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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,572 | $68,413-86.0% | $123,106-92.2% | $55,191-82.7% |
| Participation rate | 79.2% | 84.5%-5.3pp | 86.8%-7.6pp | 69.2%+10.0pp |
| Annual return | 37.98% | 6.30%+31.7pp | 13.22%+24.8pp | 10.78%+27.2pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,296 | $4,490-48.9% | $6,229-63.1% | $3,046-24.6% |
| Admin fee / account holder | $11 | $88-87.9% | $9,015-99.9% | $91-88.3% |