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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 | $59,579 | $69,774-14.6% | $67,575-11.8% | $74,459-20.0% |
| Participation rate | 93.4% | 71.4%+22.0pp | 72.9%+20.5pp | 67.2%+26.1pp |
| Annual return | 10.67% | -40.53%+51.2pp | 3528.98%-3518.3pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $1,262 | $2,710-53.4% | $2,736-53.9% | $2,626-51.9% |
| Participant deferral / active EE | $1,798 | $3,636-50.5% | $4,003-55.1% | $4,350-58.7% |
| Admin fee / account holder | $28 | $890-96.8% | $3,993-99.3% | $1,945-98.5% |