Filed June 1, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,581 | $46,173-33.8% | $170,435-82.1% | $69,631-56.1% |
| Participation rate | 48.2% | 63.9%-15.7pp | 83.6%-35.4pp | 70.7%-22.5pp |
| Annual return | 10.02% | 21.62%-11.6pp | 205.94%-195.9pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $1,309 | $1,610-18.7% | $5,432-75.9% | $2,032-35.6% |
| Participant deferral / active EE | $1,071 | $2,080-48.5% | $4,939-78.3% | $3,224-66.8% |
| Admin fee / account holder | $27 | $116-76.5% | $13,881-99.8% | $110-75.3% |