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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,840 | $95,406-92.8% | $185,849-96.3% | $85,847-92.0% |
| Participation rate | 95.2% | 68.8%+26.4pp | 81.7%+13.5pp | 69.3%+25.9pp |
| Annual return | 17.31% | 23.59%-6.3pp | 122.10%-104.8pp | 318.61%-301.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $50 | $3,424-98.6% | $5,569-99.1% | $3,952-98.7% |
| Admin fee / account holder | $2 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |