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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 | $96,284 | $70,002+37.5% | $115,038-16.3% | $52,331+84.0% |
| Participation rate | 90.1% | 72.1%+18.0pp | 81.4%+8.7pp | 68.1%+22.0pp |
| Annual return | 1.18% | 4.04%-2.9pp | 26.14%-25.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,920 | $4,920-61.0% | $6,026-68.1% | $3,022-36.5% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |