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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 | $8,458 | $52,967-84.0% | $172,753-95.1% | $65,186-87.0% |
| Participation rate | 88.0% | 66.2%+21.8pp | 82.6%+5.4pp | 70.2%+17.8pp |
| Annual return | 18.13% | 30.12%-12.0pp | 803.00%-784.9pp | 29.39%-11.3pp |
| Employer contribution / active EE | $2,330 | $2,190+6.4% | $5,144-54.7% | $2,177+7.0% |
| Participant deferral / active EE | $1,613 | $2,471-34.7% | $5,198-69.0% | $3,514-54.1% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |