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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 | $65,072-50.7% | $66,439-51.7% | $65,306-50.8% |
| Participation rate | 96.0% | 69.1%+27.0pp | 74.5%+21.5pp | 57.7%+38.4pp |
| Annual return | 10.35% | 21.50%-11.2pp | 757.66%-747.3pp | 21.94%-11.6pp |
| Employer contribution / active EE | $901 | $2,475-63.6% | $2,637-65.8% | $1,967-54.2% |
| Participant deferral / active EE | $2,545 | $3,234-21.3% | $3,876-34.3% | $2,959-14.0% |
| Admin fee / account holder | $4 | $1,323-99.7% | $6,173-99.9% | $3,480-99.9% |