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 | $22,961 | $84,948-73.0% | $70,494-67.4% | $73,412-68.7% |
| Participation rate | 89.1% | 79.9%+9.2pp | 75.1%+14.1pp | 72.2%+17.0pp |
| Annual return | 26.09% | 13.39%+12.7pp | 109.16%-83.1pp | 59.30%-33.2pp |
| Employer contribution / active EE | $3,950 | $2,834+39.4% | $2,738+44.2% | $2,234+76.8% |
| Participant deferral / active EE | $2,874 | $3,387-15.2% | $3,711-22.6% | $3,806-24.5% |
| Admin fee / account holder | $126 | $98+28.7% | $3,848-96.7% | $158-20.0% |