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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 | $37,782 | $91,621-58.8% | $67,511-44.0% | $77,671-51.4% |
| Participation rate | 98.2% | 76.0%+22.2pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 11.50% | 14.87%-3.4pp | 3517.41%-3505.9pp | 31.21%-19.7pp |
| Employer contribution / active EE | $1,231 | $3,184-61.3% | $2,733-54.9% | $2,726-54.8% |
| Participant deferral / active EE | $1,735 | $3,906-55.6% | $4,000-56.6% | $4,648-62.7% |
| Admin fee / account holder | $0 | $176-99.8% | $3,999-100.0% | $430-99.9% |