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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 | $5,851 | $65,322-91.0% | $70,462-91.7% | $73,493-92.0% |
| Participation rate | 92.0% | 77.0%+15.1pp | 75.1%+17.0pp | 70.7%+21.4pp |
| Annual return | 27.47% | 15.71%+11.8pp | 109.08%-81.6pp | 28.51%-1.0pp |
| Employer contribution / active EE | $827 | $2,460-66.4% | $2,737-69.8% | $2,270-63.5% |
| Participant deferral / active EE | $870 | $3,375-74.2% | $3,710-76.5% | $3,740-76.7% |
| Admin fee / account holder | $50 | $214-76.7% | $3,845-98.7% | $513-90.3% |