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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 | $68,046 | $56,640+20.1% | $78,002-12.8% | $55,167+23.3% |
| Participation rate | 94.3% | 73.3%+21.0pp | 75.5%+18.8pp | 69.0%+25.4pp |
| Annual return | -0.14% | 2868.48%-2868.6pp | 425.99%-426.1pp | 169.23%-169.4pp |
| Employer contribution / active EE | $2,338 | $1,724+35.7% | $2,470-5.3% | $1,963+19.1% |
| Participant deferral / active EE | $2,660 | $2,778-4.3% | $3,497-23.9% | $3,054-12.9% |
| Admin fee / account holder | $3 | $467-99.4% | $5,481-100.0% | $504-99.5% |