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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,694 | $89,553-71.3% | $81,367-68.4% | $52,331-50.9% |
| Participation rate | 76.5% | 82.2%-5.8pp | 82.3%-5.8pp | 68.1%+8.4pp |
| Annual return | 5.07% | 4.41%+0.7pp | -0.92%+6.0pp | 4.54%+0.5pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,930-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,122 | $5,359-79.1% | $5,383-79.1% | $3,022-62.9% |
| Admin fee / account holder | $0 | $1,914-100.0% | $8,926-100.0% | $592-100.0% |