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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 | $78,599 | $69,774+12.6% | $67,575+16.3% | $74,459+5.6% |
| Participation rate | 85.5% | 71.4%+14.1pp | 72.9%+12.6pp | 67.2%+18.3pp |
| Annual return | 8.78% | -40.53%+49.3pp | 3528.98%-3520.2pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $991 | $2,710-63.4% | $2,736-63.8% | $2,626-62.2% |
| Participant deferral / active EE | $1,287 | $3,636-64.6% | $4,003-67.8% | $4,350-70.4% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |