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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 | $77,001 | $65,592+17.4% | $90,161-14.6% | $69,631+10.6% |
| Participation rate | 98.9% | 77.6%+21.3pp | 76.9%+22.0pp | 70.7%+28.2pp |
| Annual return | 16.96% | 57.10%-40.1pp | 34.89%-17.9pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,644 | $2,193-25.0% | $3,318-50.4% | $2,032-19.1% |
| Participant deferral / active EE | $2,400 | $5,257-54.4% | $5,287-54.6% | $3,224-25.6% |
| Admin fee / account holder | $0 | $86-100.0% | $5,943-100.0% | $110-100.0% |