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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 | $5,665 | $73,863-92.3% | $143,797-96.1% | $68,490-91.7% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -16.32% | 0.91%-17.2pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $71 | $3,385-97.9% | $5,638-98.7% | $4,028-98.2% |
| Admin fee / account holder | $2 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |