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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 | $9,261 | $51,620-82.1% | $90,324-89.7% | $65,186-85.8% |
| Participation rate | 89.1% | 68.6%+20.4pp | 73.3%+15.8pp | 70.2%+18.9pp |
| Annual return | 17.90% | 24.94%-7.0pp | 78.15%-60.2pp | 29.39%-11.5pp |
| Employer contribution / active EE | $2,622 | $2,235+17.3% | $2,856-8.2% | $2,177+20.5% |
| Participant deferral / active EE | $1,344 | $2,871-53.2% | $3,885-65.4% | $3,514-61.8% |
| Admin fee / account holder | $0 | $384-100.0% | $5,356-100.0% | $847-100.0% |