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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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,614 | $99,644-98.4% | $86,438-98.1% | $134,532-98.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -20.90% | 6787.26%-6808.2pp | 4397.19%-4418.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,153 | $7,247-28.9% | $6,952-25.9% | $6,401-19.5% |
| Admin fee / account holder | $19 | $8,375-99.8% | $6,733-99.7% | $11,429-99.8% |