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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,986 | $47,977-75.0% | $154,111-92.2% | $56,287-78.7% |
| Participation rate | 94.1% | 66.2%+27.9pp | 83.0%+11.0pp | 69.9%+24.2pp |
| Annual return | 6.74% | 3.54%+3.2pp | 735.18%-728.4pp | -9.96%+16.7pp |
| Employer contribution / active EE | $1,558 | $2,169-28.1% | $5,298-70.6% | $2,111-26.2% |
| Participant deferral / active EE | $668 | $2,392-72.1% | $5,081-86.9% | $3,350-80.1% |
| Admin fee / account holder | $9 | $438-97.9% | $13,411-99.9% | $521-98.3% |