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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 | $40,618 | $45,041-9.8% | $63,003-35.5% | $70,131-42.1% |
| Participation rate | 97.4% | 69.5%+27.9pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 10.23% | 18.76%-8.5pp | 87.59%-77.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,376 | $2,052-32.9% | $2,760-50.1% | $2,342-41.3% |
| Participant deferral / active EE | $1,874 | $2,465-24.0% | $3,329-43.7% | $3,332-43.7% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |