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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 | $65,072+1.5% | $66,439-0.6% | $65,306+1.1% |
| Participation rate | 94.1% | 69.1%+25.0pp | 74.5%+19.6pp | 57.7%+36.4pp |
| Annual return | 8.29% | 21.50%-13.2pp | 757.66%-749.4pp | 21.94%-13.6pp |
| Employer contribution / active EE | $1,425 | $2,475-42.4% | $2,637-45.9% | $1,967-27.5% |
| Participant deferral / active EE | $2,020 | $3,234-37.6% | $3,876-47.9% | $2,959-31.8% |
| Admin fee / account holder | $64 | $1,323-95.2% | $6,173-99.0% | $3,480-98.2% |