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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 | $46,900 | $65,376-28.3% | $87,104-46.2% | $65,185-28.1% |
| Participation rate | 88.0% | 75.3%+12.7pp | 76.9%+11.2pp | 70.2%+17.8pp |
| Annual return | 14.27% | 31.27%-17.0pp | 28.19%-13.9pp | 29.38%-15.1pp |
| Employer contribution / active EE | $704 | $1,822-61.4% | $2,521-72.1% | $2,177-67.6% |
| Participant deferral / active EE | $2,373 | $3,388-30.0% | $4,048-41.4% | $3,514-32.5% |
| Admin fee / account holder | $13 | $520-97.5% | $7,491-99.8% | $847-98.5% |