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Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,194 | $69,745-22.3% | $67,511-19.7% | $74,546-27.3% |
| Participation rate | 96.3% | 71.3%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 16.32% | -40.37%+56.7pp | 3517.41%-3501.1pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $3,649 | $2,705+34.9% | $2,733+33.6% | $2,624+39.1% |
| Participant deferral / active EE | $812 | $3,636-77.7% | $4,000-79.7% | $4,347-81.3% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |