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Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,050 | $73,102-97.2% | $123,552-98.3% | $56,287-96.4% |
| Participation rate | 77.8% | 74.3%+3.5pp | 82.3%-4.5pp | 69.9%+8.0pp |
| Annual return | 40.98% | 3.01%+38.0pp | 119.20%-78.2pp | -9.96%+50.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,665 | $5,423-69.3% | $6,426-74.1% | $3,350-50.3% |
| Admin fee / account holder | $7 | $554-98.7% | $9,285-99.9% | $521-98.7% |