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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,423 | $75,183-88.8% | $123,894-93.2% | $55,167-84.7% |
| Participation rate | 77.5% | 72.8%+4.7pp | 81.4%-3.9pp | 69.0%+8.5pp |
| Annual return | 8.52% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $842 | $2,823-70.2% | $4,617-81.8% | $1,963-57.1% |
| Participant deferral / active EE | $1,570 | $5,084-69.1% | $5,984-73.8% | $3,054-48.6% |
| Admin fee / account holder | $6 | $663-99.1% | $8,357-99.9% | $504-98.8% |