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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 | $2,075 | $69,848-97.0% | $115,756-98.2% | $66,938-96.9% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | 0.00% | 969.66%-969.7pp | 143.14%-143.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,166 | $2,613-55.4% | $3,793-69.3% | $2,545-54.2% |
| Participant deferral / active EE | $1,662 | $4,274-61.1% | $6,254-73.4% | $4,238-60.8% |
| Admin fee / account holder | $38 | $337-88.8% | $8,124-99.5% | $594-93.7% |