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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,256 | $45,087-52.9% | $69,483-69.4% | $72,976-70.9% |
| Participation rate | 90.9% | 68.5%+22.4pp | 74.6%+16.3pp | 69.5%+21.4pp |
| Annual return | 3.27% | 22.67%-19.4pp | 28.99%-25.7pp | 81.02%-77.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,081 | $2,603-58.5% | $3,537-69.4% | $3,608-70.0% |
| Admin fee / account holder | $6 | $3,057-99.8% | $3,841-99.9% | $5,124-99.9% |