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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 | $17,855 | $65,125-72.6% | $143,797-87.6% | $66,949-73.3% |
| Participation rate | 70.1% | 65.2%+4.9pp | 80.3%-10.2pp | 69.8%+0.3pp |
| Annual return | -19.79% | -11.13%-8.7pp | -0.04%-19.8pp | 1.57%-21.4pp |
| Employer contribution / active EE | $654 | $2,362-72.3% | $4,952-86.8% | $2,545-74.3% |
| Participant deferral / active EE | $2,392 | $2,920-18.1% | $5,638-57.6% | $4,239-43.6% |
| Admin fee / account holder | $0 | $503-99.9% | $14,679-100.0% | $594-99.9% |