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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 | $7,057 | $50,637-86.1% | $86,582-91.8% | $62,293-88.7% |
| Participation rate | 88.8% | 67.9%+20.9pp | 73.5%+15.2pp | 69.5%+19.3pp |
| Annual return | 0.00% | 20.80%-20.8pp | 965.08%-965.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,012 | $2,075-3.1% | $2,839-29.2% | $2,042-1.5% |
| Participant deferral / active EE | $1,118 | $2,611-57.2% | $3,609-69.0% | $3,169-64.7% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |