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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 | $7,825 | $44,873-82.6% | $79,467-90.2% | $56,289-86.1% |
| Participation rate | 90.1% | 68.7%+21.3pp | 73.3%+16.7pp | 69.9%+20.2pp |
| Annual return | 18.33% | 0.81%+17.5pp | 718.30%-700.0pp | -9.96%+28.3pp |
| Employer contribution / active EE | $1,590 | $2,140-25.7% | $2,800-43.2% | $2,111-24.7% |
| Participant deferral / active EE | $1,009 | $2,746-63.3% | $3,704-72.8% | $3,350-69.9% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |