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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,213 | $82,674-90.1% | $125,381-93.4% | $68,486-88.0% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -19.66% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,369 | $3,382-59.5% | $4,815-71.6% | $2,597-47.3% |
| Participant deferral / active EE | $3,190 | $6,111-47.8% | $7,448-57.2% | $4,028-20.8% |
| Admin fee / account holder | $13 | $6,277-99.8% | $10,007-99.9% | $5,404-99.8% |