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 | $45,343-41.7% | $150,298-82.4% | $67,986-61.1% |
| Participation rate | 77.8% | 51.9%+26.0pp | 77.8%+0.1pp | 57.2%+20.6pp |
| Annual return | 9.44% | 33.28%-23.8pp | 62.79%-53.3pp | 31.67%-22.2pp |
| Employer contribution / active EE | $1,472 | $1,462+0.7% | $4,154-64.6% | $2,019-27.1% |
| Participant deferral / active EE | $2,226 | $2,055+8.3% | $5,453-59.2% | $3,358-33.7% |
| Admin fee / account holder | $38 | $2,250-98.3% | $14,116-99.7% | $3,203-98.8% |