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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 | $13,733 | $37,196-63.1% | $154,108-91.1% | $55,725-75.4% |
| Participation rate | 97.9% | 64.1%+33.8pp | 83.0%+14.9pp | 70.9%+27.1pp |
| Annual return | -6.82% | 1319.68%-1326.5pp | 735.21%-742.0pp | 244.93%-251.7pp |
| Employer contribution / active EE | $2,908 | $1,614+80.2% | $5,298-45.1% | $2,078+39.9% |
| Participant deferral / active EE | $1,620 | $2,068-21.7% | $5,081-68.1% | $3,356-51.7% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |