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 | $41,016-35.5% | $152,093-82.6% | $64,097-58.8% |
| Participation rate | 77.8% | 51.3%+26.5pp | 77.8%+0.1pp | 55.2%+22.6pp |
| Annual return | 9.44% | 39.60%-30.2pp | 66.36%-56.9pp | 34.64%-25.2pp |
| Employer contribution / active EE | $1,472 | $1,342+9.7% | $4,175-64.7% | $1,891-22.2% |
| Participant deferral / active EE | $2,226 | $1,927+15.5% | $5,451-59.2% | $3,080-27.7% |
| Admin fee / account holder | $38 | $2,305-98.4% | $14,497-99.7% | $3,454-98.9% |