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Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,335 | $89,465-48.2% | $165,100-71.9% | $77,762-40.4% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | 11.87% | 28.86%-17.0pp | 70.21%-58.3pp | 31.27%-19.4pp |
| Employer contribution / active EE | $1,261 | $2,565-50.8% | $4,348-71.0% | $2,728-53.8% |
| Participant deferral / active EE | $2,143 | $4,904-56.3% | $6,035-64.5% | $4,651-53.9% |
| Admin fee / account holder | $15 | $340-95.7% | $12,696-99.9% | $433-96.6% |