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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 | $79,003-56.4% | $100,398-65.7% | $74,400-53.7% |
| Participation rate | 73.5% | 79.5%-6.0pp | 81.5%-8.1pp | 67.2%+6.2pp |
| Annual return | 22.03% | 20.62%+1.4pp | 49.32%-27.3pp | 1367.51%-1345.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $13,430 | $7,752+73.3% | $8,084+66.1% | $4,348+208.9% |
| Admin fee / account holder | $118 | $1,331-91.2% | $7,893-98.5% | $1,944-93.9% |