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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 | $43,048 | $101,653-57.7% | $147,080-70.7% | $74,459-42.2% |
| Participation rate | 97.7% | 75.6%+22.2pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 11.76% | 8754.98%-8743.2pp | 420.17%-408.4pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $2,494 | $3,813-34.6% | $4,933-49.4% | $2,626-5.0% |
| Participant deferral / active EE | $5,598 | $7,304-23.4% | $8,066-30.6% | $4,350+28.7% |
| Admin fee / account holder | $30 | $1,752-98.3% | $12,989-99.8% | $1,945-98.5% |