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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 | $25,366 | $61,473-58.7% | $81,926-69.0% | $73,412-65.4% |
| Participation rate | 96.5% | 72.4%+24.1pp | 72.0%+24.5pp | 72.2%+24.3pp |
| Annual return | 12.06% | 28.26%-16.2pp | 29.49%-17.4pp | 59.30%-47.2pp |
| Employer contribution / active EE | $1,163 | $1,898-38.7% | $4,310-73.0% | $2,234-47.9% |
| Participant deferral / active EE | $346 | $3,080-88.8% | $7,108-95.1% | $3,806-90.9% |
| Admin fee / account holder | $177 | $125+41.2% | $5,159-96.6% | $158+12.2% |