Filed October 10, 2025 (most recent of 2 filings on file)
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,765 | $87,834-78.6% | $133,975-86.0% | $62,881-70.2% |
| Participation rate | 91.8% | 83.4%+8.5pp | 87.1%+4.8pp | 69.3%+22.5pp |
| Annual return | 6.82% | 12.05%-5.2pp | 29.29%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,028 | $4,812-16.3% | $6,282-35.9% | $3,203+25.7% |
| Admin fee / account holder | $44 | $5,372-99.2% | $9,324-99.5% | $4,296-99.0% |