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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 | $47,340 | $75,388-37.2% | $123,553-61.7% | $55,725-15.0% |
| Participation rate | 88.8% | 75.7%+13.2pp | 82.3%+6.5pp | 70.9%+18.0pp |
| Annual return | -6.97% | 4.48%-11.4pp | 119.21%-126.2pp | 244.93%-251.9pp |
| Employer contribution / active EE | $5,105 | $3,063+66.7% | $4,628+10.3% | $2,078+145.6% |
| Participant deferral / active EE | $7,143 | $5,651+26.4% | $6,426+11.2% | $3,356+112.9% |
| Admin fee / account holder | $3 | $120-97.8% | $9,284-100.0% | $115-97.8% |