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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,881 | $62,672-74.7% | $185,117-91.4% | $70,126-77.4% |
| Participation rate | 97.8% | 63.8%+34.0pp | 77.3%+20.6pp | 69.5%+28.3pp |
| Annual return | 10.12% | 40.79%-30.7pp | 40.50%-30.4pp | 73.15%-63.0pp |
| Employer contribution / active EE | $871 | $1,753-50.3% | $4,182-79.2% | $2,343-62.8% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $50 | $3,932-98.7% | $8,159-99.4% | $4,645-98.9% |