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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 | $66,378 | $56,640+17.2% | $78,002-14.9% | $55,167+20.3% |
| Participation rate | 89.4% | 73.3%+16.1pp | 75.5%+13.9pp | 69.0%+20.4pp |
| Annual return | 5.14% | 2868.48%-2863.3pp | 425.99%-420.8pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,767 | $2,778+35.6% | $3,497+7.7% | $3,054+23.4% |
| Admin fee / account holder | $39 | $467-91.6% | $5,481-99.3% | $504-92.2% |