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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 | $61,878 | $63,433-2.5% | $63,803-3.0% | $64,097-3.5% |
| Participation rate | 81.7% | 65.0%+16.7pp | 72.7%+9.0pp | 55.2%+26.5pp |
| Annual return | 9.95% | 20.74%-10.8pp | 543.72%-533.8pp | 34.64%-24.7pp |
| Employer contribution / active EE | $2,626 | $2,332+12.6% | $2,532+3.7% | $1,891+38.9% |
| Participant deferral / active EE | $4,365 | $3,119+40.0% | $3,843+13.6% | $3,080+41.7% |
| Admin fee / account holder | $14 | $1,489-99.1% | $5,196-99.7% | $3,454-99.6% |