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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,758 | $70,486-90.4% | $100,528-93.3% | $79,852-91.5% |
| Participation rate | 82.8% | 73.6%+9.1pp | 79.4%+3.4pp | 69.6%+13.2pp |
| Annual return | 55.56% | 21.90%+33.7pp | 30.90%+24.7pp | 31.72%+23.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,011 | $5,182-3.3% | $6,271-20.1% | $3,740+34.0% |
| Admin fee / account holder | $25 | $4,480-99.4% | $8,084-99.7% | $5,306-99.5% |