Filed July 3, 2025 (most recent of 2 filings on file)
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Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,656 | $50,919-92.8% | $155,556-97.6% | $77,762-95.3% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.8pp | 70.6%+24.5pp |
| Annual return | 13.74% | 34.84%-21.1pp | 64.84%-51.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $296 | $1,991-85.1% | $4,675-93.7% | $2,728-89.1% |
| Participant deferral / active EE | $1,689 | $2,824-40.2% | $5,631-70.0% | $4,651-63.7% |
| Admin fee / account holder | $5 | $437-98.8% | $15,885-100.0% | $433-98.8% |