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Employer contribution per participant 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 | $28,365 | $74,706-62.0% | $75,731-62.5% | $79,389-64.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 24.79% | 18.52%+6.3pp | 104.65%-79.9pp | 116.89%-92.1pp |
| Employer contribution / active EE | $373 | $2,590-85.6% | $2,743-86.4% | $2,428-84.7% |
| Participant deferral / active EE | $1,620 | $3,533-54.2% | $3,820-57.6% | $4,046-60.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,620-100.0% | $626-100.0% |