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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 | $150,760 | $89,367+68.7% | $141,191+6.8% | $72,975+106.6% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 17.46% | 111.87%-94.4pp | 71.41%-53.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $10,271 | $3,115+229.8% | $4,736+116.9% | $2,440+320.9% |
| Participant deferral / active EE | $7,949 | $5,419+46.7% | $6,710+18.5% | $3,608+120.3% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |