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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,178 | $49,239-48.9% | $70,462-64.3% | $79,858-68.5% |
| Participation rate | 78.8% | 69.2%+9.6pp | 75.1%+3.7pp | 69.6%+9.1pp |
| Annual return | 2.12% | 30.08%-28.0pp | 109.08%-107.0pp | 31.72%-29.6pp |
| Employer contribution / active EE | $958 | $2,100-54.4% | $2,737-65.0% | $2,471-61.2% |
| Participant deferral / active EE | $1,997 | $2,769-27.9% | $3,710-46.2% | $3,740-46.6% |
| Admin fee / account holder | $70 | $2,876-97.6% | $3,845-98.2% | $5,306-98.7% |