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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 | $65,072-4.9% | $66,439-6.9% | $65,306-5.3% |
| Participation rate | 81.7% | 69.1%+12.6pp | 74.5%+7.2pp | 57.7%+24.0pp |
| Annual return | 9.95% | 21.50%-11.6pp | 757.66%-747.7pp | 21.94%-12.0pp |
| Employer contribution / active EE | $2,626 | $2,475+6.1% | $2,637-0.4% | $1,967+33.5% |
| Participant deferral / active EE | $4,365 | $3,234+34.9% | $3,876+12.6% | $2,959+47.5% |
| Admin fee / account holder | $14 | $1,323-99.0% | $6,173-99.8% | $3,480-99.6% |