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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,279 | $58,391-97.8% | $76,667-98.3% | $72,976-98.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,150 | $1,787-35.6% | $2,303-50.1% | $2,440-52.9% |
| Participant deferral / active EE | $672 | $2,690-75.0% | $3,336-79.9% | $3,608-81.4% |
| Admin fee / account holder | $25 | $4,014-99.4% | $6,423-99.6% | $5,124-99.5% |