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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 | $7,526 | $62,928-88.0% | $172,753-95.6% | $67,582-88.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.63% | 30.36%-10.7pp | 803.00%-783.4pp | 378.57%-358.9pp |
| Employer contribution / active EE | $1,385 | $1,636-15.4% | $5,144-73.1% | $2,148-35.5% |
| Participant deferral / active EE | $1,096 | $2,145-48.9% | $5,198-78.9% | $3,539-69.0% |
| Admin fee / account holder | $49 | $167-70.8% | $13,956-99.7% | $142-65.8% |