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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 | $69,255-33.1% | $133,346-65.3% | $69,255-33.1% |
| Participation rate | 92.6% | 69.0%+23.6pp | 72.8%+19.8pp | 69.0%+23.6pp |
| Annual return | 1.42% | 26.73%-25.3pp | 36.85%-35.4pp | 26.73%-25.3pp |
| Employer contribution / active EE | $3,876 | $2,645+46.5% | $2,853+35.8% | $2,645+46.5% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,332-100.0% | $2,890-100.0% |
| Admin fee / account holder | $64 | $733-91.2% | $14,264-99.6% | $733-91.2% |