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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 | $101,434 | $105,200-3.6% | $159,474-36.4% | $85,847+18.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 11.17% | 45.08%-33.9pp | 263.68%-252.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $2,452 | $3,319-26.1% | $4,831-49.2% | $2,565-4.4% |
| Participant deferral / active EE | $6,670 | $5,946+12.2% | $7,353-9.3% | $3,952+68.8% |
| Admin fee / account holder | $218 | $6,934-96.9% | $10,802-98.0% | $6,261-96.5% |