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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 | $67,594-2.3% | $77,361-14.6% | $69,733-5.3% |
| Participation rate | 94.1% | 71.7%+22.4pp | 75.0%+19.1pp | 62.5%+31.6pp |
| Annual return | 8.29% | 19.20%-10.9pp | 1011.54%-1003.2pp | 15.22%-6.9pp |
| Employer contribution / active EE | $1,425 | $2,649-46.2% | $2,990-52.3% | $2,250-36.7% |
| Participant deferral / active EE | $2,020 | $3,401-40.6% | $3,911-48.4% | $3,054-33.9% |
| Admin fee / account holder | $64 | $1,159-94.5% | $5,894-98.9% | $3,102-97.9% |