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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 | $65,084+1.5% | $67,681-2.4% | $64,340+2.6% |
| Participation rate | 94.1% | 66.7%+27.3pp | 73.7%+20.4pp | 55.2%+38.8pp |
| Annual return | 8.29% | 20.50%-12.2pp | 590.58%-582.3pp | 24.14%-15.9pp |
| Employer contribution / active EE | $1,425 | $2,398-40.6% | $2,678-46.8% | $1,862-23.4% |
| Participant deferral / active EE | $2,020 | $3,210-37.1% | $3,976-49.2% | $2,980-32.2% |
| Admin fee / account holder | $64 | $1,415-95.5% | $6,100-98.9% | $3,703-98.3% |