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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 | $47,959 | $65,322-26.6% | $70,494-32.0% | $73,497-34.7% |
| Participation rate | 96.9% | 77.0%+19.9pp | 75.1%+21.8pp | 70.7%+26.2pp |
| Annual return | 16.93% | 15.71%+1.2pp | 109.16%-92.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,565 | $2,460+45.0% | $2,738+30.2% | $2,270+57.1% |
| Participant deferral / active EE | $786 | $3,375-76.7% | $3,711-78.8% | $3,740-79.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |