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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 | $84,336 | $58,312+44.6% | $86,656-2.7% | $71,529+17.9% |
| Participation rate | 82.4% | 65.0%+17.4pp | 71.7%+10.7pp | 67.9%+14.5pp |
| Annual return | 10.88% | 24.08%-13.2pp | 593.09%-582.2pp | 28.97%-18.1pp |
| Employer contribution / active EE | $1,974 | $2,576-23.4% | $3,025-34.8% | $2,590-23.8% |
| Participant deferral / active EE | $3,659 | $3,439+6.4% | $4,439-17.6% | $4,291-14.7% |
| Admin fee / account holder | $23 | $1,057-97.8% | $5,619-99.6% | $1,588-98.6% |