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Participant 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 | $24,797 | $60,454-59.0% | $81,844-69.7% | $74,459-66.7% |
| Participation rate | 77.6% | 63.0%+14.6pp | 72.4%+5.2pp | 67.2%+10.4pp |
| Annual return | 15.63% | 16.87%-1.2pp | 778.87%-763.2pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $1,563 | $2,630-40.6% | $2,916-46.4% | $2,626-40.5% |
| Participant deferral / active EE | $466 | $3,398-86.3% | $4,323-89.2% | $4,350-89.3% |
| Admin fee / account holder | $33 | $1,490-97.8% | $7,355-99.6% | $1,945-98.3% |