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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,007 | $50,637-82.2% | $86,582-89.6% | $62,293-85.5% |
| Participation rate | 99.2% | 67.9%+31.3pp | 73.5%+25.6pp | 69.5%+29.7pp |
| Annual return | 10.95% | 20.80%-9.9pp | 965.08%-954.1pp | 28.90%-18.0pp |
| Employer contribution / active EE | $1,094 | $2,075-47.3% | $2,839-61.5% | $2,042-46.4% |
| Participant deferral / active EE | $1,470 | $2,611-43.7% | $3,609-59.3% | $3,169-53.6% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |