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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 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 | $9,167 | $99,647-90.8% | $86,439-89.4% | $134,509-93.2% |
| Participation rate | 81.0% | 82.1%-1.1pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -19.11% | 6784.13%-6803.2pp | 4395.55%-4414.7pp | 418.13%-437.2pp |
| Employer contribution / active EE | $8,701 | $4,401+97.7% | $3,769+130.9% | $4,741+83.5% |
| Participant deferral / active EE | $21,213 | $7,246+192.7% | $6,952+205.2% | $6,400+231.4% |
| Admin fee / account holder | $5 | $8,373-99.9% | $6,732-99.9% | $11,427-100.0% |