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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 | $22,555 | $65,322-65.5% | $70,476-68.0% | $73,493-69.3% |
| Participation rate | 97.0% | 77.0%+20.1pp | 75.1%+22.0pp | 70.7%+26.3pp |
| Annual return | 5.50% | 15.71%-10.2pp | 109.12%-103.6pp | 28.51%-23.0pp |
| Employer contribution / active EE | $3,099 | $2,460+26.0% | $2,738+13.2% | $2,270+36.5% |
| Participant deferral / active EE | $2,318 | $3,375-31.3% | $3,710-37.5% | $3,740-38.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |