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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 | $29,538 | $93,010-68.2% | $96,515-69.4% | $74,460-60.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.11% | 37.50%-27.4pp | 35.73%-25.6pp | 34.38%-24.3pp |
| Employer contribution / active EE | $1,522 | $3,427-55.6% | $3,740-59.3% | $2,638-42.3% |
| Participant deferral / active EE | $844 | $3,971-78.7% | $4,880-82.7% | $4,530-81.4% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |