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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,611 | $52,639-79.8% | $185,117-94.3% | $62,293-83.0% |
| Participation rate | 78.4% | 63.9%+14.6pp | 77.3%+1.2pp | 69.5%+8.9pp |
| Annual return | 19.55% | 19.57%0pp | 40.50%-20.9pp | 28.90%-9.3pp |
| Employer contribution / active EE | $260 | $1,483-82.5% | $4,182-93.8% | $2,042-87.3% |
| Participant deferral / active EE | $1,350 | $3,097-56.4% | $5,045-73.2% | $3,169-57.4% |
| Admin fee / account holder | $15 | $374-95.9% | $8,159-99.8% | $479-96.8% |