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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,984 | $47,977-87.5% | $154,108-96.1% | $56,289-89.4% |
| Participation rate | 77.6% | 66.2%+11.4pp | 83.0%-5.4pp | 69.9%+7.7pp |
| Annual return | -5.44% | 3.54%-9.0pp | 735.21%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,973 | $2,169-9.0% | $5,298-62.7% | $2,111-6.5% |
| Participant deferral / active EE | $1,381 | $2,392-42.3% | $5,081-72.8% | $3,350-58.8% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |