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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 | $1,253 | $55,437-97.7% | $155,534-99.2% | $74,459-98.3% |
| Participation rate | 86.5% | 61.9%+24.6pp | 78.2%+8.3pp | 67.2%+19.3pp |
| Annual return | 13.29% | 269.58%-256.3pp | 64.92%-51.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $857 | $2,837-69.8% | $5,630-84.8% | $4,350-80.3% |
| Admin fee / account holder | $11 | $1,742-99.4% | $15,900-99.9% | $1,945-99.4% |