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Annual investment return 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).
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 | $16,623 | $79,519-79.1% | $95,960-82.7% | $73,412-77.4% |
| Participation rate | 92.2% | 81.2%+11.0pp | 77.1%+15.1pp | 72.2%+20.0pp |
| Annual return | 11.10% | 19.20%-8.1pp | 91.63%-80.5pp | 59.30%-48.2pp |
| Employer contribution / active EE | $1,476 | $2,048-27.9% | $2,541-41.9% | $2,234-33.9% |
| Participant deferral / active EE | $2,340 | $4,138-43.5% | $4,167-43.8% | $3,806-38.5% |
| Admin fee / account holder | $97 | $184-47.6% | $6,797-98.6% | $158-38.8% |