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Employer contribution per participant 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 | $17,876 | $69,774-74.4% | $67,561-73.5% | $74,429-76.0% |
| Participation rate | 96.2% | 71.4%+24.9pp | 72.9%+23.3pp | 67.2%+29.0pp |
| Annual return | 23.12% | -40.53%+63.7pp | 3525.44%-3502.3pp | 1368.38%-1345.3pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,819 | $3,636+60.0% | $4,003+45.4% | $4,348+33.8% |
| Admin fee / account holder | $16 | $890-98.2% | $4,006-99.6% | $1,944-99.2% |