Filed November 16, 2020
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,327 | $57,976-85.6% | $63,018-86.8% | $62,293-86.6% |
| Participation rate | 71.3% | 75.9%-4.6pp | 74.8%-3.5pp | 69.5%+1.8pp |
| Annual return | 31.46% | 17.54%+13.9pp | 87.62%-56.2pp | 28.90%+2.6pp |
| Employer contribution / active EE | $1,342 | $2,415-44.4% | $2,761-51.4% | $2,042-34.3% |
| Participant deferral / active EE | $1,962 | $2,956-33.6% | $3,330-41.1% | $3,169-38.1% |
| Admin fee / account holder | $13 | $276-95.3% | $3,601-99.6% | $479-97.3% |