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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 | $32,103 | $64,705-50.4% | $62,929-49.0% | $67,986-52.8% |
| Participation rate | 96.0% | 65.6%+30.4pp | 73.1%+22.9pp | 57.2%+38.8pp |
| Annual return | 10.35% | 20.31%-10.0pp | 1063.93%-1053.6pp | 31.67%-21.3pp |
| Employer contribution / active EE | $901 | $2,376-62.1% | $2,505-64.0% | $2,019-55.4% |
| Participant deferral / active EE | $2,545 | $3,198-20.4% | $3,888-34.5% | $3,358-24.2% |
| Admin fee / account holder | $4 | $1,428-99.7% | $5,065-99.9% | $3,203-99.9% |