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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,879 | $66,124-82.0% | $90,440-86.9% | $73,493-83.8% |
| Participation rate | 91.5% | 69.7%+21.8pp | 72.7%+18.8pp | 70.7%+20.8pp |
| Annual return | 15.19% | 17.65%-2.5pp | 1294.38%-1279.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $731 | $2,346-68.9% | $3,263-77.6% | $2,270-67.8% |
| Participant deferral / active EE | $418 | $3,039-86.3% | $3,964-89.5% | $3,740-88.8% |
| Admin fee / account holder | $10 | $396-97.4% | $5,615-99.8% | $513-98.0% |