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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 | $40,915 | $47,479-13.8% | $62,929-35.0% | $82,448-50.4% |
| Participation rate | 73.9% | 66.9%+7.0pp | 73.1%+0.8pp | 68.1%+5.8pp |
| Annual return | 10.16% | 20.34%-10.2pp | 1063.93%-1053.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,508 | $1,885-20.0% | $2,505-39.8% | $2,551-40.9% |
| Participant deferral / active EE | $2,825 | $2,870-1.6% | $3,888-27.3% | $4,139-31.8% |
| Admin fee / account holder | $6 | $3,804-99.9% | $5,065-99.9% | $7,234-99.9% |