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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 | $97,890 | $52,961+84.8% | $172,752-43.3% | $65,185+50.2% |
| Participation rate | 90.5% | 66.2%+24.3pp | 82.6%+7.9pp | 70.2%+20.3pp |
| Annual return | 2.54% | 30.12%-27.6pp | 802.97%-800.4pp | 29.38%-26.8pp |
| Employer contribution / active EE | $1,303 | $2,190-40.5% | $5,144-74.7% | $2,177-40.1% |
| Participant deferral / active EE | $3,658 | $2,471+48.0% | $5,198-29.6% | $3,514+4.1% |
| Admin fee / account holder | $21 | $472-95.7% | $13,955-99.9% | $847-97.6% |