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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 | $19,820 | $66,302-70.1% | $110,243-82.0% | $56,289-64.8% |
| Participation rate | 75.4% | 74.9%+0.5pp | 79.8%-4.4pp | 69.9%+5.6pp |
| Annual return | -2.32% | -1.18%-1.1pp | 314.76%-317.1pp | -9.96%+7.6pp |
| Employer contribution / active EE | $593 | $2,047-71.0% | $3,827-84.5% | $2,111-71.9% |
| Participant deferral / active EE | $1,576 | $3,381-53.4% | $4,672-66.3% | $3,350-52.9% |
| Admin fee / account holder | $15 | $698-97.9% | $8,548-99.8% | $521-97.2% |