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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,077 | $65,322+47.1% | $70,476+36.3% | $73,493+30.7% |
| Participation rate | 87.3% | 77.0%+10.4pp | 75.1%+12.2pp | 70.7%+16.6pp |
| Annual return | 4.65% | 15.71%-11.1pp | 109.12%-104.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $4,133 | $2,460+68.0% | $2,738+51.0% | $2,270+82.1% |
| Participant deferral / active EE | $4,747 | $3,375+40.6% | $3,710+27.9% | $3,740+26.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |