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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,159 | $43,075-95.0% | $74,577-97.1% | $62,881-96.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,133 | $1,498-24.4% | $2,525-55.1% | $2,281-50.3% |
| Participant deferral / active EE | $1,752 | $2,389-26.7% | $3,458-49.3% | $3,203-45.3% |
| Admin fee / account holder | $14 | $2,840-99.5% | $4,138-99.7% | $4,296-99.7% |