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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,028 | $81,358-90.1% | $155,556-94.8% | $80,959-90.1% |
| Participation rate | 93.8% | 66.3%+27.5pp | 78.2%+15.5pp | 67.7%+26.1pp |
| Annual return | 22.96% | 33.39%-10.4pp | 64.84%-41.9pp | 35.67%-12.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $114 | $3,455-96.7% | $5,631-98.0% | $4,300-97.4% |
| Admin fee / account holder | $2 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |