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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 | $19,921 | $56,152-64.5% | $185,861-89.3% | $73,412-72.9% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 21.36% | 17.59%+3.8pp | 35.96%-14.6pp | 59.30%-37.9pp |
| Employer contribution / active EE | $1,663 | $1,532+8.5% | $4,088-59.3% | $2,234-25.6% |
| Participant deferral / active EE | $816 | $3,659-77.7% | $5,634-85.5% | $3,806-78.5% |
| Admin fee / account holder | $141 | $132+6.5% | $9,503-98.5% | $158-11.0% |