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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 | $63,433-32.9% | $63,803-33.3% | $64,097-33.6% |
| Participation rate | 97.7% | 65.0%+32.7pp | 72.7%+25.0pp | 55.2%+42.5pp |
| Annual return | 8.79% | 20.74%-12.0pp | 543.72%-534.9pp | 34.64%-25.9pp |
| Employer contribution / active EE | $3,165 | $2,332+35.7% | $2,532+25.0% | $1,891+67.3% |
| Participant deferral / active EE | $2,119 | $3,119-32.0% | $3,843-44.9% | $3,080-31.2% |
| Admin fee / account holder | $0 | $1,489-100.0% | $5,196-100.0% | $3,454-100.0% |