Filed November 16, 2020
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,939 | $79,151-71.0% | $60,906-62.3% | $64,819-64.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -17.51% | -7.12%-10.4pp | 16.94%-34.4pp | 32.84%-50.3pp |
| Employer contribution / active EE | $5,020 | $3,052+64.5% | $2,703+85.7% | $2,507+100.3% |
| Participant deferral / active EE | $3,671 | $3,727-1.5% | $3,814-3.7% | $4,311-14.8% |
| Admin fee / account holder | $183 | $106+72.7% | $3,227-94.3% | $188-2.8% |