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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 | $762 | $44,059-98.3% | $71,671-98.9% | $69,631-98.9% |
| Participation rate | 83.4% | 60.8%+22.7pp | 68.7%+14.7pp | 70.7%+12.8pp |
| Annual return | 0.00% | 21.97%-22.0pp | 20.65%-20.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $216 | $1,305-83.4% | $2,460-91.2% | $2,032-89.4% |
| Participant deferral / active EE | $469 | $2,370-80.2% | $3,438-86.4% | $3,224-85.5% |
| Admin fee / account holder | $0 | $108-99.9% | $5,558-100.0% | $110-99.9% |