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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,710 | $56,894-86.4% | $84,753-90.9% | $62,881-87.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.33% | 6.30%-6.0pp | 22.78%-22.5pp | 20.14%-19.8pp |
| Employer contribution / active EE | $7,274 | $2,400+203.1% | $3,574+103.5% | $2,281+218.9% |
| Participant deferral / active EE | $1,514 | $2,709-44.1% | $3,712-59.2% | $3,203-52.7% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |