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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 | $14,088 | $51,226-72.5% | $82,706-83.0% | $66,930-79.0% |
| Participation rate | 78.5% | 67.9%+10.7pp | 72.6%+6.0pp | 69.8%+8.7pp |
| Annual return | -13.51% | -9.61%-3.9pp | 701.76%-715.3pp | 1.57%-15.1pp |
| Employer contribution / active EE | $1,742 | $2,612-33.3% | $3,007-42.1% | $2,545-31.6% |
| Participant deferral / active EE | $441 | $3,460-87.3% | $4,394-90.0% | $4,238-89.6% |
| Admin fee / account holder | $9 | $416-97.8% | $5,329-99.8% | $593-98.4% |