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Employer 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 | $21,004 | $79,223-73.5% | $102,460-79.5% | $74,478-71.8% |
| Participation rate | 95.5% | 74.8%+20.7pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 37.96% | 54.98%-17.0pp | 29.47%+8.5pp | 1370.56%-1332.6pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,510 | $4,417+70.0% | $5,056+48.5% | $4,350+72.6% |
| Admin fee / account holder | $17 | $2,003-99.1% | $9,460-99.8% | $1,946-99.1% |