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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,107 | $61,166-86.7% | $185,837-95.6% | $79,393-89.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.38% | 19.45%-6.1pp | 122.08%-108.7pp | 116.87%-103.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,729 | $2,789-38.0% | $5,568-68.9% | $4,046-57.3% |
| Admin fee / account holder | $18 | $710-97.5% | $16,241-99.9% | $627-97.2% |