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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 | $5,923 | $46,732-87.3% | $156,551-96.2% | $55,167-89.3% |
| Participation rate | 88.8% | 65.8%+23.0pp | 84.0%+4.8pp | 69.0%+19.8pp |
| Annual return | -1.00% | 17.72%-18.7pp | 32.23%-33.2pp | 169.23%-170.2pp |
| Employer contribution / active EE | $477 | $2,105-77.3% | $5,501-91.3% | $1,963-75.7% |
| Participant deferral / active EE | $881 | $2,204-60.0% | $4,871-81.9% | $3,054-71.2% |
| Admin fee / account holder | $3 | $418-99.2% | $13,028-100.0% | $504-99.4% |