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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 | $66,039 | $64,705+2.1% | $62,929+4.9% | $67,986-2.9% |
| Participation rate | 94.1% | 65.6%+28.5pp | 73.1%+21.0pp | 57.2%+36.9pp |
| Annual return | 8.29% | 20.31%-12.0pp | 1063.93%-1055.6pp | 31.67%-23.4pp |
| Employer contribution / active EE | $1,425 | $2,376-40.0% | $2,505-43.1% | $2,019-29.4% |
| Participant deferral / active EE | $2,020 | $3,198-36.8% | $3,888-48.1% | $3,358-39.9% |
| Admin fee / account holder | $64 | $1,428-95.5% | $5,065-98.7% | $3,203-98.0% |