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 | $43,496-39.2% | $161,489-83.6% | $64,340-58.9% |
| Participation rate | 77.8% | 53.5%+24.3pp | 78.7%-0.9pp | 55.2%+22.6pp |
| Annual return | 9.44% | 20.76%-11.3pp | 89.72%-80.3pp | 24.14%-14.7pp |
| Employer contribution / active EE | $1,472 | $1,431+2.9% | $4,268-65.5% | $1,862-20.9% |
| Participant deferral / active EE | $2,226 | $1,996+11.5% | $5,630-60.5% | $2,980-25.3% |
| Admin fee / account holder | $38 | $2,330-98.4% | $16,006-99.8% | $3,703-99.0% |