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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 | $17,599 | $52,961-66.8% | $172,755-89.8% | $65,185-73.0% |
| Participation rate | 88.0% | 66.2%+21.8pp | 82.6%+5.4pp | 70.2%+17.8pp |
| Annual return | 13.86% | 30.12%-16.3pp | 802.94%-789.1pp | 29.38%-15.5pp |
| Employer contribution / active EE | $374 | $2,190-82.9% | $5,144-92.7% | $2,177-82.8% |
| Participant deferral / active EE | $1,279 | $2,471-48.2% | $5,198-75.4% | $3,514-63.6% |
| Admin fee / account holder | $10 | $472-97.8% | $13,955-99.9% | $847-98.8% |