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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 | $70,317 | $80,763-12.9% | $102,412-31.3% | $74,459-5.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 7.88% | 27.57%-19.7pp | 24.94%-17.1pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $8,721 | $3,160+176.0% | $3,870+125.4% | $2,626+232.1% |
| Participant deferral / active EE | $1,306 | $3,862-66.2% | $5,060-74.2% | $4,350-70.0% |
| Admin fee / account holder | $113 | $2,371-95.3% | $8,388-98.7% | $1,945-94.2% |