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Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,097 | $54,590-92.5% | $81,716-95.0% | $73,493-94.4% |
| Participation rate | 70.7% | 68.3%+2.4pp | 72.0%-1.3pp | 70.7%0pp |
| Annual return | 16.45% | 17.74%-1.3pp | 29.49%-13.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $2 | $1,636-99.9% | $4,310-100.0% | $2,270-99.9% |
| Participant deferral / active EE | $2,056 | $2,759-25.5% | $7,108-71.1% | $3,740-45.0% |
| Admin fee / account holder | $20 | $592-96.7% | $5,159-99.6% | $513-96.2% |