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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,473 | $63,346-83.5% | $92,240-88.6% | $70,126-85.1% |
| Participation rate | 81.0% | 68.7%+12.3pp | 76.5%+4.5pp | 69.5%+11.5pp |
| Annual return | 10.44% | 530.19%-519.8pp | 176.29%-165.9pp | 73.15%-62.7pp |
| Employer contribution / active EE | $3,141 | $2,471+27.1% | $3,680-14.6% | $2,343+34.1% |
| Participant deferral / active EE | $1,264 | $2,854-55.7% | $3,897-67.6% | $3,332-62.1% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |