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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,730 | $51,223-84.9% | $82,763-90.7% | $66,949-88.5% |
| Participation rate | 97.7% | 67.9%+29.8pp | 72.6%+25.1pp | 69.8%+27.9pp |
| Annual return | -14.78% | -9.85%-4.9pp | 702.45%-717.2pp | 1.57%-16.3pp |
| Employer contribution / active EE | $441 | $2,611-83.1% | $3,008-85.3% | $2,545-82.7% |
| Participant deferral / active EE | $1,664 | $3,460-51.9% | $4,395-62.1% | $4,239-60.7% |
| Admin fee / account holder | $16 | $415-96.1% | $5,325-99.7% | $594-97.2% |