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Annual investment return 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 | $25,111 | $99,994-74.9% | $146,643-82.9% | $85,847-70.7% |
| Participation rate | 94.7% | 73.1%+21.6pp | 80.1%+14.6pp | 69.3%+25.3pp |
| Annual return | 9.00% | 18.93%-9.9pp | 22.75%-13.7pp | 318.61%-309.6pp |
| Employer contribution / active EE | $844 | $2,559-67.0% | $4,137-79.6% | $2,565-67.1% |
| Participant deferral / active EE | $2,402 | $4,006-40.0% | $5,506-56.4% | $3,952-39.2% |
| Admin fee / account holder | $8 | $7,703-99.9% | $10,280-99.9% | $6,261-99.9% |