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Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,379 | $42,909+12.7% | $60,906-20.6% | $68,486-29.4% |
| Participation rate | 94.4% | 66.8%+27.7pp | 73.1%+21.3pp | 67.9%+26.6pp |
| Annual return | -11.76% | -13.99%+2.2pp | 16.94%-28.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $798 | $1,979-59.7% | $2,703-70.5% | $2,597-69.3% |
| Participant deferral / active EE | $798 | $2,866-72.2% | $3,814-79.1% | $4,028-80.2% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |