Filed November 21, 2021
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,437 | $46,688-43.4% | $189,758-86.1% | $69,733-62.1% |
| Participation rate | 77.8% | 61.7%+16.1pp | 79.8%-2.0pp | 62.5%+15.4pp |
| Annual return | 9.44% | 14.35%-4.9pp | 52.62%-43.2pp | 15.22%-5.8pp |
| Employer contribution / active EE | $1,472 | $1,695-13.1% | $4,767-69.1% | $2,250-34.6% |
| Participant deferral / active EE | $2,226 | $2,143+3.9% | $5,856-62.0% | $3,054-27.1% |
| Admin fee / account holder | $38 | $1,700-97.8% | $20,388-99.8% | $3,102-98.8% |