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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $8,881 | $75,541-88.2% | $152,093-94.2% | $82,637-89.3% |
| Participation rate | 93.2% | 66.5%+26.7pp | 77.8%+15.5pp | 68.1%+25.2pp |
| Annual return | 11.23% | 32.56%-21.3pp | 66.36%-55.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $108 | $3,206-96.6% | $5,451-98.0% | $4,126-97.4% |
| Admin fee / account holder | $3 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |