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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 | $21,430 | $55,002-61.0% | $59,899-64.2% | $56,289-61.9% |
| Participation rate | 74.8% | 75.9%-1.1pp | 74.7%+0.1pp | 69.9%+4.9pp |
| Annual return | -7.78% | 1.13%-8.9pp | 3.46%-11.2pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,436 | $2,448-41.3% | $2,723-47.2% | $2,111-32.0% |
| Participant deferral / active EE | $1,433 | $3,121-54.1% | $3,402-57.9% | $3,350-57.2% |
| Admin fee / account holder | $16 | $236-93.4% | $3,592-99.6% | $521-97.0% |