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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,912 | $39,245-69.6% | $64,105-81.4% | $52,331-77.2% |
| Participation rate | 73.2% | 58.2%+14.9pp | 68.2%+5.0pp | 68.1%+5.0pp |
| Annual return | -1.32% | 14.79%-16.1pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $705 | $1,992-64.6% | $2,822-75.0% | $3,022-76.7% |
| Admin fee / account holder | $42 | $592-92.9% | $4,499-99.1% | $592-92.9% |