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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 | $42,535 | $65,072-34.6% | $66,439-36.0% | $65,306-34.9% |
| Participation rate | 97.7% | 69.1%+28.7pp | 74.5%+23.2pp | 57.7%+40.1pp |
| Annual return | 8.79% | 21.50%-12.7pp | 757.66%-748.9pp | 21.94%-13.2pp |
| Employer contribution / active EE | $3,165 | $2,475+27.8% | $2,637+20.0% | $1,967+60.9% |
| Participant deferral / active EE | $2,119 | $3,234-34.5% | $3,876-45.3% | $2,959-28.4% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |