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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 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 | $22,277 | $58,655-62.0% | $91,994-75.8% | $65,186-65.8% |
| Participation rate | 87.4% | 75.3%+12.1pp | 78.6%+8.8pp | 70.2%+17.2pp |
| Annual return | 30.52% | 33.92%-3.4pp | 69.04%-38.5pp | 29.39%+1.1pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,562 | $5,474+74.7% | $5,924+61.4% | $3,514+172.1% |
| Admin fee / account holder | $7 | $434-98.4% | $7,744-99.9% | $847-99.2% |