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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,335 | $56,047-17.3% | $98,716-53.1% | $79,634-41.8% |
| Participation rate | 92.6% | 54.6%+38.0pp | 69.3%+23.3pp | 62.5%+30.1pp |
| Annual return | 1.42% | 17.58%-16.2pp | 31.81%-30.4pp | 36.46%-35.0pp |
| Employer contribution / active EE | $3,876 | $1,237+213.3% | $2,279+70.1% | $2,529+53.3% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $64 | $1,512-95.8% | $8,703-99.3% | $1,002-93.6% |