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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 | $8,733 | $49,693-82.4% | $70,544-87.6% | $74,460-88.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 19.33% | 21.22%-1.9pp | 32.79%-13.5pp | 34.38%-15.0pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,976-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,019 | $3,376-69.8% | $4,568-77.7% | $4,530-77.5% |
| Admin fee / account holder | $9 | $316-97.1% | $6,427-99.9% | $348-97.4% |