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Employer 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 | $16,319 | $83,023-80.3% | $102,437-84.1% | $77,762-79.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.52% | 19.12%-4.6pp | 24.95%-10.4pp | 31.27%-16.7pp |
| Employer contribution / active EE | $319 | $3,552-91.0% | $3,871-91.7% | $2,728-88.3% |
| Participant deferral / active EE | $7,592 | $4,110+84.7% | $5,060+50.0% | $4,651+63.2% |
| Admin fee / account holder | $7 | $639-98.9% | $8,388-99.9% | $433-98.3% |