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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 | $99,196 | $45,043+120.2% | $63,005+57.4% | $70,124+41.5% |
| Participation rate | 92.6% | 69.5%+23.1pp | 74.8%+17.8pp | 69.5%+23.1pp |
| Annual return | 9.44% | 18.76%-9.3pp | 87.59%-78.2pp | 73.14%-63.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,638 | $2,466+47.5% | $3,329+9.3% | $3,332+9.2% |
| Admin fee / account holder | $39 | $2,833-98.6% | $3,599-98.9% | $4,645-99.2% |