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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,563 | $106,236-96.6% | $112,263-96.8% | $64,824-94.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.39% | -6.02%-10.4pp | 27.49%-43.9pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,006 | $3,167-68.2% | $3,636-72.3% | $2,507-59.9% |
| Participant deferral / active EE | $424 | $3,786-88.8% | $4,729-91.0% | $4,311-90.2% |
| Admin fee / account holder | $39 | $452-91.3% | $6,410-99.4% | $188-79.1% |