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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).
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 | $25,550 | $88,122-71.0% | $141,200-81.9% | $67,584-62.2% |
| Participation rate | 79.4% | 76.5%+2.9pp | 82.5%-3.1pp | 71.3%+8.1pp |
| Annual return | 75.39% | 75.40%0pp | 71.41%+4.0pp | 378.59%-303.2pp |
| Employer contribution / active EE | $1,351 | $3,224-58.1% | $4,736-71.5% | $2,148-37.1% |
| Participant deferral / active EE | $9,455 | $5,958+58.7% | $6,710+40.9% | $3,540+167.1% |
| Admin fee / account holder | $9 | $131-92.8% | $10,265-99.9% | $142-93.4% |