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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 | $50,192-7.7% | $108,359-57.2% | $64,728-28.4% |
| Participation rate | 92.6% | 41.8%+50.8pp | 70.1%+22.5pp | 57.9%+34.7pp |
| Annual return | 1.42% | 14.22%-12.8pp | 36.89%-35.5pp | 49.38%-48.0pp |
| Employer contribution / active EE | $3,876 | $1,117+247.0% | $2,399+61.5% | $2,243+72.8% |
| Participant deferral / active EE | $0 | $1,676-100.0% | $4,137-100.0% | $2,729-100.0% |
| Admin fee / account holder | $64 | $2,161-97.0% | $9,741-99.3% | $1,145-94.4% |