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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 | $100,153 | $46,534+115.2% | $64,097+56.3% | $75,177+33.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.91% | 26.07%-15.2pp | 33.75%-22.8pp | 160.75%-149.8pp |
| Employer contribution / active EE | $10,437 | $1,976+428.2% | $2,750+279.5% | $2,671+290.7% |
| Participant deferral / active EE | $5,042 | $2,835+77.9% | $3,881+29.9% | $4,126+22.2% |
| Admin fee / account holder | $23 | $2,957-99.2% | $3,070-99.3% | $5,651-99.6% |