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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 | $60,950 | $84,948-28.3% | $70,494-13.5% | $73,412-17.0% |
| Participation rate | 98.6% | 79.9%+18.6pp | 75.1%+23.5pp | 72.2%+26.4pp |
| Annual return | 13.65% | 13.39%+0.3pp | 109.16%-95.5pp | 59.30%-45.6pp |
| Employer contribution / active EE | $1,680 | $2,834-40.7% | $2,738-38.6% | $2,234-24.8% |
| Participant deferral / active EE | $1,073 | $3,387-68.3% | $3,711-71.1% | $3,806-71.8% |
| Admin fee / account holder | $0 | $98-99.6% | $3,848-100.0% | $158-99.7% |