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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,452 | $89,652-28.1% | $141,191-54.4% | $65,185-1.1% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.5%+2.9pp | 70.2%+15.2pp |
| Annual return | 19.55% | 32.79%-13.2pp | 71.41%-51.9pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,436 | $3,065-53.1% | $4,736-69.7% | $2,177-34.0% |
| Participant deferral / active EE | $7,475 | $5,691+31.3% | $6,710+11.4% | $3,514+112.7% |
| Admin fee / account holder | $197 | $569-65.3% | $10,264-98.1% | $847-76.7% |