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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 | $49,223 | $70,667-30.3% | $123,105-60.0% | $52,331-5.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.09% | 6.23%-7.3pp | 13.22%-14.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,806 | $2,946+29.2% | $5,151-26.1% | $1,882+102.3% |
| Participant deferral / active EE | $2,355 | $4,493-47.6% | $6,229-62.2% | $3,022-22.1% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |