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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 | $13,110 | $37,134-64.7% | $100,671-87.0% | $52,331-74.9% |
| Participation rate | 75.0% | 57.7%+17.3pp | 70.7%+4.3pp | 68.1%+6.9pp |
| Annual return | -0.66% | 0.10%-0.8pp | 20.43%-21.1pp | 4.54%-5.2pp |
| Employer contribution / active EE | $917 | $1,187-22.8% | $4,012-77.1% | $1,882-51.3% |
| Participant deferral / active EE | $1,223 | $2,163-43.5% | $3,144-61.1% | $3,022-59.5% |
| Admin fee / account holder | $13 | $467-97.1% | $4,850-99.7% | $592-97.8% |