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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 | $8,197 | $55,453-85.2% | $170,435-95.2% | $62,293-86.8% |
| Participation rate | 74.7% | 66.4%+8.4pp | 83.6%-8.9pp | 69.5%+5.2pp |
| Annual return | 41.00% | 21.38%+19.6pp | 205.94%-164.9pp | 28.90%+12.1pp |
| Employer contribution / active EE | $424 | $2,164-80.4% | $5,432-92.2% | $2,042-79.2% |
| Participant deferral / active EE | $1,700 | $2,303-26.2% | $4,939-65.6% | $3,169-46.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |