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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 | $37,782 | $91,710-58.8% | $67,560-44.1% | $77,762-51.4% |
| Participation rate | 98.2% | 76.0%+22.2pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 11.50% | 14.88%-3.4pp | 3533.50%-3522.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $1,231 | $3,187-61.4% | $2,737-55.0% | $2,728-54.9% |
| Participant deferral / active EE | $1,735 | $3,911-55.6% | $4,004-56.7% | $4,651-62.7% |
| Admin fee / account holder | $0 | $245-99.9% | $3,994-100.0% | $433-99.9% |