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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 | $93,018 | $105,210-11.6% | $159,487-41.7% | $85,851+8.3% |
| Participation rate | 89.0% | 75.8%+13.3pp | 82.8%+6.2pp | 69.3%+19.7pp |
| Annual return | 12.08% | 45.08%-33.0pp | 263.71%-251.6pp | 318.63%-306.6pp |
| Employer contribution / active EE | $3,795 | $3,319+14.3% | $4,831-21.4% | $2,565+47.9% |
| Participant deferral / active EE | $5,914 | $5,946-0.5% | $7,354-19.6% | $3,952+49.6% |
| Admin fee / account holder | $7 | $6,934-99.9% | $10,804-99.9% | $6,261-99.9% |