Filed November 29, 2024
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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).
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 | $49,795 | $79,519-37.4% | $95,960-48.1% | $73,412-32.2% |
| Participation rate | 97.7% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 8.12% | 19.20%-11.1pp | 91.63%-83.5pp | 59.30%-51.2pp |
| Employer contribution / active EE | $1,515 | $2,048-26.0% | $2,541-40.4% | $2,234-32.2% |
| Participant deferral / active EE | $4,680 | $4,138+13.1% | $4,167+12.3% | $3,806+23.0% |
| Admin fee / account holder | $273 | $184+48.0% | $6,797-96.0% | $158+72.8% |