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Annual investment return 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 | $19,168 | $59,191-67.6% | $76,767-75.0% | $56,289-65.9% |
| Participation rate | 90.7% | 75.2%+15.4pp | 77.0%+13.7pp | 69.9%+20.8pp |
| Annual return | -7.14% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,582 | $1,759-10.1% | $2,485-36.4% | $2,111-25.1% |
| Participant deferral / active EE | $2,674 | $3,255-17.8% | $3,852-30.6% | $3,350-20.2% |
| Admin fee / account holder | $18 | $489-96.3% | $6,675-99.7% | $521-96.5% |