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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 | $34,596 | $100,272-65.5% | $170,043-79.7% | $74,460-53.5% |
| Participation rate | 71.8% | 87.4%-15.6pp | 87.0%-15.2pp | 70.7%+1.1pp |
| Annual return | 44.05% | 66.12%-22.1pp | 53.40%-9.4pp | 34.38%+9.7pp |
| Employer contribution / active EE | $1,749 | $4,266-59.0% | $6,790-74.2% | $2,638-33.7% |
| Participant deferral / active EE | $3,426 | $7,147-52.1% | $10,410-67.1% | $4,530-24.4% |
| Admin fee / account holder | $14 | $235-93.9% | $12,824-99.9% | $348-95.9% |