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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $51,777 | $74,089-30.1% | $133,975-61.4% | $55,167-6.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 6.05% | 12.11%-6.1pp | 29.29%-23.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $3,789 | $3,064+23.7% | $5,211-27.3% | $1,963+93.1% |
| Participant deferral / active EE | $2,301 | $4,678-50.8% | $6,282-63.4% | $3,054-24.7% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |