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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,853 | $64,705+79.0% | $62,929+84.1% | $67,986+70.4% |
| Participation rate | 98.7% | 65.6%+33.1pp | 73.1%+25.6pp | 57.2%+41.5pp |
| Annual return | 11.09% | 20.31%-9.2pp | 1063.93%-1052.8pp | 31.67%-20.6pp |
| Employer contribution / active EE | $3,384 | $2,376+42.4% | $2,505+35.1% | $2,019+67.6% |
| Participant deferral / active EE | $4,749 | $3,198+48.5% | $3,888+22.1% | $3,358+41.4% |
| Admin fee / account holder | $191 | $1,428-86.7% | $5,065-96.2% | $3,203-94.0% |