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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 | $69,708-22.3% | $67,560-19.8% | $74,478-27.2% |
| Participation rate | 96.3% | 71.4%+24.8pp | 72.9%+23.3pp | 67.2%+29.0pp |
| Annual return | 16.32% | -40.67%+57.0pp | 3533.50%-3517.2pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $3,649 | $2,715+34.4% | $2,737+33.3% | $2,626+39.0% |
| Participant deferral / active EE | $812 | $3,637-77.7% | $4,004-79.7% | $4,350-81.3% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |