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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 | $6,599 | $57,119-88.4% | $85,187-92.3% | $80,935-91.8% |
| Participation rate | 93.9% | 56.4%+37.5pp | 67.5%+26.4pp | 67.7%+26.2pp |
| Annual return | 8.02% | 21.70%-13.7pp | 66.67%-58.6pp | 35.66%-27.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,987 | $3,115-36.2% | $4,525-56.1% | $4,299-53.8% |
| Admin fee / account holder | $36 | $4,990-99.3% | $6,162-99.4% | $6,924-99.5% |