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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 | $26,808 | $76,107-64.8% | $96,576-72.2% | $71,495-62.5% |
| Participation rate | 98.7% | 74.4%+24.3pp | 76.0%+22.7pp | 67.9%+30.8pp |
| Annual return | 14.99% | 22.81%-7.8pp | 25.87%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,976 | $2,247-12.1% | $2,965-33.4% | $2,589-23.7% |
| Participant deferral / active EE | $1,976 | $4,218-53.2% | $4,851-59.3% | $4,291-54.0% |
| Admin fee / account holder | $172 | $2,708-93.6% | $8,253-97.9% | $1,588-89.1% |