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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 | $2,898 | $37,213-92.2% | $156,551-98.1% | $63,975-95.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 6.54% | 47.89%-41.3pp | 32.23%-25.7pp | 48.65%-42.1pp |
| Employer contribution / active EE | $177 | $1,357-87.0% | $5,501-96.8% | $2,182-91.9% |
| Participant deferral / active EE | $442 | $2,070-78.6% | $4,871-90.9% | $3,356-86.8% |
| Admin fee / account holder | $0 | $56-100.0% | $13,028-100.0% | $70-100.0% |