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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 | $12,216 | $56,640-78.4% | $78,002-84.3% | $55,167-77.9% |
| Participation rate | 99.5% | 73.3%+26.2pp | 75.5%+24.0pp | 69.0%+30.5pp |
| Annual return | 45.19% | 2868.48%-2823.3pp | 425.99%-380.8pp | 169.23%-124.0pp |
| Employer contribution / active EE | $2,953 | $1,724+71.3% | $2,470+19.6% | $1,963+50.5% |
| Participant deferral / active EE | $6,703 | $2,778+141.3% | $3,497+91.7% | $3,054+119.5% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |