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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 | $29,951 | $39,132-23.5% | $57,196-47.6% | $62,881-52.4% |
| Participation rate | 80.6% | 70.5%+10.2pp | 75.3%+5.3pp | 69.3%+11.3pp |
| Annual return | -0.97% | 9.24%-10.2pp | 14.59%-15.6pp | 20.14%-21.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,461 | $2,374-38.5% | $3,096-52.8% | $3,203-54.4% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |