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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,123 | $76,112-44.7% | $96,544-56.4% | $71,529-41.1% |
| Participation rate | 94.8% | 74.4%+20.4pp | 76.0%+18.8pp | 67.9%+26.8pp |
| Annual return | 5.55% | 22.80%-17.3pp | 25.88%-20.3pp | 28.97%-23.4pp |
| Employer contribution / active EE | $3,765 | $2,248+67.5% | $2,966+26.9% | $2,590+45.4% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |