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Employer 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 | $34,439 | $79,169-56.5% | $100,415-65.7% | $74,478-53.8% |
| Participation rate | 73.5% | 79.4%-6.0pp | 81.5%-8.1pp | 67.2%+6.2pp |
| Annual return | 22.03% | 20.51%+1.5pp | 49.47%-27.4pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,430 | $7,751+73.3% | $8,091+66.0% | $4,350+208.7% |
| Admin fee / account holder | $118 | $1,337-91.2% | $7,906-98.5% | $1,946-93.9% |