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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).
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 | $40,323 | $91,406-55.9% | $130,062-69.0% | $74,473-45.9% |
| Participation rate | 98.9% | 77.8%+21.1pp | 78.5%+20.4pp | 70.7%+28.2pp |
| Annual return | 13.63% | 23.21%-9.6pp | -137.37%+151.0pp | 34.36%-20.7pp |
| Employer contribution / active EE | $1,205 | $2,565-53.0% | $4,322-72.1% | $2,638-54.3% |
| Participant deferral / active EE | $2,042 | $4,724-56.8% | $5,821-64.9% | $4,530-54.9% |
| Admin fee / account holder | $10 | $283-96.5% | $10,601-99.9% | $347-97.2% |