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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 | $5,092 | $46,464-89.0% | $150,298-96.6% | $79,634-93.6% |
| Participation rate | 86.3% | 57.0%+29.4pp | 77.8%+8.6pp | 62.5%+23.8pp |
| Annual return | 16.82% | 27.89%-11.1pp | 62.79%-46.0pp | 36.46%-19.6pp |
| Employer contribution / active EE | $265 | $1,512-82.5% | $4,154-93.6% | $2,529-89.5% |
| Participant deferral / active EE | $941 | $2,157-56.4% | $5,453-82.7% | $3,835-75.5% |
| Admin fee / account holder | $5 | $891-99.5% | $14,116-100.0% | $1,002-99.5% |