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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,238 | $89,652+169.1% | $141,197+70.9% | $65,186+270.1% |
| Participation rate | 84.9% | 74.7%+10.2pp | 82.5%+2.4pp | 70.2%+14.7pp |
| Annual return | 18.21% | 32.79%-14.6pp | 71.41%-53.2pp | 29.39%-11.2pp |
| Employer contribution / active EE | $5,106 | $3,065+66.6% | $4,736+7.8% | $2,177+134.6% |
| Participant deferral / active EE | $9,479 | $5,691+66.6% | $6,710+41.3% | $3,514+169.7% |
| Admin fee / account holder | $33 | $569-94.2% | $10,265-99.7% | $847-96.1% |