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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 | $43,146 | $45,079-4.3% | $69,461-37.9% | $72,983-40.9% |
| Participation rate | 98.4% | 68.5%+29.9pp | 74.6%+23.8pp | 69.5%+29.0pp |
| Annual return | 2.06% | 22.65%-20.6pp | 28.97%-26.9pp | 81.01%-79.0pp |
| Employer contribution / active EE | $3,573 | $2,055+73.9% | $2,779+28.5% | $2,440+46.4% |
| Participant deferral / active EE | $3,586 | $2,603+37.8% | $3,536+1.4% | $3,608-0.6% |
| Admin fee / account holder | $39 | $3,056-98.7% | $3,840-99.0% | $5,124-99.2% |