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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,737 | $76,112-62.2% | $96,544-70.2% | $71,529-59.8% |
| Participation rate | 96.8% | 74.4%+22.3pp | 76.0%+20.8pp | 67.9%+28.8pp |
| Annual return | 13.91% | 22.80%-8.9pp | 25.88%-12.0pp | 28.97%-15.1pp |
| Employer contribution / active EE | $1,033 | $2,248-54.1% | $2,966-65.2% | $2,590-60.1% |
| Participant deferral / active EE | $2,751 | $4,217-34.8% | $4,851-43.3% | $4,291-35.9% |
| Admin fee / account holder | $76 | $2,708-97.2% | $8,254-99.1% | $1,588-95.2% |