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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 | $69,771-22.3% | $67,524-19.7% | $74,400-27.2% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 16.32% | -40.49%+56.8pp | 3519.41%-3503.1pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $3,649 | $2,710+34.6% | $2,734+33.5% | $2,624+39.1% |
| Participant deferral / active EE | $812 | $3,638-77.7% | $4,001-79.7% | $4,348-81.3% |
| Admin fee / account holder | $0 | $889-100.0% | $4,001-100.0% | $1,944-100.0% |