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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 | $27,753 | $65,557-57.7% | $64,085-56.7% | $71,476-61.2% |
| Participation rate | 95.7% | 73.2%+22.6pp | 72.3%+23.4pp | 67.9%+27.8pp |
| Annual return | 11.27% | 18.94%-7.7pp | 33.69%-22.4pp | 28.85%-17.6pp |
| Employer contribution / active EE | $786 | $2,669-70.5% | $2,747-71.4% | $2,589-69.6% |
| Participant deferral / active EE | $2,083 | $3,626-42.5% | $3,881-46.3% | $4,290-51.4% |
| Admin fee / account holder | $17 | $616-97.3% | $3,069-99.4% | $1,587-98.9% |