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Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,962 | $102,422-92.2% | $147,117-94.6% | $80,959-90.2% |
| Participation rate | 94.2% | 75.9%+18.4pp | 82.2%+12.0pp | 67.7%+26.6pp |
| Annual return | 10.31% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,219 | $6,652-51.6% | $8,065-60.1% | $4,300-25.1% |
| Admin fee / account holder | $64 | $7,953-99.2% | $12,993-99.5% | $6,925-99.1% |