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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,939 | $155,364-91.0% | $103,447-86.5% | $77,714-82.1% |
| Participation rate | 96.1% | 85.5%+10.6pp | 80.5%+15.6pp | 70.6%+25.6pp |
| Annual return | 34.64% | 19.02%+15.6pp | 23.92%+10.7pp | 31.26%+3.4pp |
| Employer contribution / active EE | $3,359 | $5,949-43.5% | $4,678-28.2% | $2,727+23.2% |
| Participant deferral / active EE | $5,454 | $8,482-35.7% | $6,624-17.7% | $4,649+17.3% |
| Admin fee / account holder | $2 | $503-99.6% | $9,415-100.0% | $433-99.5% |