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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,281 | $219,709-89.9% | $109,163-79.6% | - |
| Participation rate | 0.0% | 61.5%-61.5pp | 75.9%-75.9pp | - |
| Annual return | 21.97% | 14.84%+7.1pp | 25.75%-3.8pp | - |
| Employer contribution / active EE | $0 | $2,247-100.0% | $3,723-100.0% | - |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,654-100.0% | - |
| Admin fee / account holder | $0 | $13,236-100.0% | $6,754-100.0% | - |