Filed August 13, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $28,515 | $51,223-44.3% | $82,763-65.5% | $66,949-57.4% |
| Participation rate | 32.1% | 67.9%-35.8pp | 72.6%-40.5pp | 69.8%-37.7pp |
| Annual return | -10.84% | -9.85%-1.0pp | 702.45%-713.3pp | 1.57%-12.4pp |
| Employer contribution / active EE | $296 | $2,611-88.7% | $3,008-90.2% | $2,545-88.4% |
| Participant deferral / active EE | $1,147 | $3,460-66.9% | $4,395-73.9% | $4,239-72.9% |
| Admin fee / account holder | $1 | $415-99.8% | $5,325-100.0% | $594-99.9% |