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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,802 | $47,977-33.7% | $154,108-79.4% | $56,289-43.5% |
| Participation rate | 88.3% | 66.2%+22.2pp | 83.0%+5.3pp | 69.9%+18.5pp |
| Annual return | -7.42% | 3.54%-11.0pp | 735.21%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,664 | $2,169-23.3% | $5,298-68.6% | $2,111-21.2% |
| Participant deferral / active EE | $2,712 | $2,392+13.4% | $5,081-46.6% | $3,350-19.0% |
| Admin fee / account holder | $282 | $438-35.6% | $13,411-97.9% | $521-45.9% |