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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 | $64,212 | $94,833-32.3% | $75,714-15.2% | $86,821-26.0% |
| Participation rate | 96.8% | 79.1%+17.7pp | 74.8%+22.0pp | 72.3%+24.5pp |
| Annual return | 13.52% | 16.91%-3.4pp | 104.62%-91.1pp | 97.94%-84.4pp |
| Employer contribution / active EE | $1,974 | $2,904-32.0% | $2,744-28.0% | $2,406-17.9% |
| Participant deferral / active EE | $1,248 | $3,632-65.6% | $3,820-67.3% | $4,132-69.8% |
| Admin fee / account holder | $0 | $109-99.9% | $3,619-100.0% | $170-100.0% |