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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 | $101,499-57.6% | $147,005-70.7% | $74,546-42.3% |
| Participation rate | 97.7% | 75.5%+22.2pp | 82.2%+15.6pp | 67.2%+30.5pp |
| Annual return | 11.76% | 8732.34%-8720.6pp | 418.76%-407.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $2,494 | $3,811-34.6% | $4,934-49.5% | $2,624-5.0% |
| Participant deferral / active EE | $5,598 | $7,304-23.4% | $8,070-30.6% | $4,347+28.8% |
| Admin fee / account holder | $30 | $1,748-98.3% | $13,006-99.8% | $1,944-98.5% |