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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 | $41,406 | $60,795-31.9% | $69,483-40.4% | $65,186-36.5% |
| Participation rate | 98.3% | 74.9%+23.5pp | 74.6%+23.7pp | 70.2%+28.1pp |
| Annual return | 18.41% | 17.46%+0.9pp | 28.99%-10.6pp | 29.39%-11.0pp |
| Employer contribution / active EE | $3,790 | $2,452+54.6% | $2,780+36.3% | $2,177+74.1% |
| Participant deferral / active EE | $840 | $3,162-73.4% | $3,537-76.2% | $3,514-76.1% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |