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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 | $1,103 | $54,237-98.0% | $90,324-98.8% | $67,582-98.4% |
| Participation rate | 86.0% | 68.6%+17.3pp | 73.3%+12.7pp | 71.3%+14.7pp |
| Annual return | 0.00% | 37.27%-37.3pp | 78.15%-78.1pp | 378.57%-378.6pp |
| Employer contribution / active EE | $799 | $1,846-56.7% | $2,856-72.0% | $2,148-62.8% |
| Participant deferral / active EE | $127 | $2,625-95.2% | $3,885-96.7% | $3,539-96.4% |
| Admin fee / account holder | $0 | $123-100.0% | $5,356-100.0% | $142-100.0% |