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Participant 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 | $4,564 | $52,467-91.3% | $57,196-92.0% | $55,167-91.7% |
| Participation rate | 96.8% | 75.8%+21.0pp | 75.3%+21.5pp | 69.0%+27.8pp |
| Annual return | 6.54% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $761 | $2,477-69.3% | $2,683-71.6% | $1,963-61.2% |
| Participant deferral / active EE | $305 | $2,830-89.2% | $3,096-90.2% | $3,054-90.0% |
| Admin fee / account holder | $14 | $269-94.6% | $3,141-99.5% | $504-97.1% |