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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 | $49,169 | $65,582-25.0% | $64,097-23.3% | $71,529-31.3% |
| Participation rate | 97.3% | 73.2%+24.1pp | 72.3%+25.0pp | 67.9%+29.4pp |
| Annual return | 18.07% | 18.96%-0.9pp | 33.75%-15.7pp | 28.97%-10.9pp |
| Employer contribution / active EE | $3,440 | $2,671+28.8% | $2,750+25.1% | $2,590+32.8% |
| Participant deferral / active EE | $767 | $3,628-78.9% | $3,881-80.3% | $4,291-82.1% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |