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Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,784 | $122,042+36.7% | $184,243-9.5% | $74,429+124.1% |
| Participation rate | 85.5% | 85.5%0pp | 86.8%-1.4pp | 67.2%+18.3pp |
| Annual return | 24.21% | 19.91%+4.3pp | 28.82%-4.6pp | 1368.38%-1344.2pp |
| Employer contribution / active EE | $6 | $4,538-99.9% | $6,427-99.9% | $2,625-99.8% |
| Participant deferral / active EE | $16,228 | $7,143+127.2% | $9,132+77.7% | $4,348+273.2% |
| Admin fee / account holder | $23 | $1,252-98.2% | $13,914-99.8% | $1,944-98.8% |