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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 | $22,515 | $65,453-65.6% | $86,698-74.0% | $66,938-66.4% |
| Participation rate | 92.5% | 75.5%+17.0pp | 76.6%+15.9pp | 69.8%+22.6pp |
| Annual return | -15.44% | -10.89%-4.6pp | 35.95%-51.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,764 | $2,154-18.1% | $2,837-37.8% | $2,545-30.7% |
| Participant deferral / active EE | $2,049 | $4,102-50.0% | $4,656-56.0% | $4,238-51.7% |
| Admin fee / account holder | $76 | $642-88.1% | $7,493-99.0% | $594-87.2% |