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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 | $30,418 | $88,087-65.5% | $164,866-81.5% | $74,546-59.2% |
| Participation rate | 87.2% | 73.1%+14.1pp | 78.6%+8.6pp | 67.2%+20.0pp |
| Annual return | 15.20% | 17.27%-2.1pp | 69.97%-54.8pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $327 | $4,499-92.7% | $6,033-94.6% | $4,347-92.5% |
| Admin fee / account holder | $264 | $2,232-88.2% | $12,689-97.9% | $1,944-86.4% |