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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 | $102,393-92.2% | $147,041-94.6% | $80,911-90.2% |
| Participation rate | 94.2% | 75.9%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 10.31% | 134.95%-124.6pp | 419.21%-408.9pp | 35.63%-25.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,219 | $6,647-51.6% | $8,071-60.1% | $4,297-25.1% |
| Admin fee / account holder | $64 | $7,943-99.2% | $13,006-99.5% | $6,935-99.1% |