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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,902 | $59,467-80.0% | $93,727-87.3% | $74,478-84.0% |
| Participation rate | 78.4% | 59.6%+18.8pp | 68.7%+9.7pp | 67.2%+11.2pp |
| Annual return | 13.97% | 82.14%-68.2pp | 133.83%-119.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,804 | $3,052-8.1% | $4,417-36.5% | $4,350-35.5% |
| Admin fee / account holder | $26 | $3,028-99.1% | $8,292-99.7% | $1,946-98.7% |