Filed January 24, 2022 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,420 | $50,385-73.4% | $75,501-82.2% | $62,293-78.5% |
| Participation rate | 26.0% | 67.7%-41.7pp | 72.4%-46.4pp | 69.5%-43.5pp |
| Annual return | 20.92% | 19.90%+1.0pp | 27.35%-6.4pp | 28.90%-8.0pp |
| Employer contribution / active EE | $738 | $1,537-52.0% | $2,352-68.6% | $2,042-63.9% |
| Participant deferral / active EE | $1,028 | $2,445-58.0% | $3,142-67.3% | $3,169-67.6% |
| Admin fee / account holder | $3 | $384-99.2% | $5,801-99.9% | $479-99.3% |