Filed October 20, 2024 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,212 | $43,999-83.6% | $79,467-90.9% | $55,725-87.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 6.50% | 1.81%+4.7pp | 718.30%-711.8pp | 244.93%-238.4pp |
| Employer contribution / active EE | $889 | $1,830-51.4% | $2,800-68.3% | $2,078-57.2% |
| Participant deferral / active EE | $258 | $2,538-89.8% | $3,704-93.0% | $3,356-92.3% |
| Admin fee / account holder | $13 | $118-89.1% | $5,104-99.7% | $115-88.9% |