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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 | $53,514 | $74,552-28.2% | $63,018-15.1% | $69,631-23.1% |
| Participation rate | 99.0% | 78.3%+20.7pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 15.76% | 15.77%0pp | 87.62%-71.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,324 | $2,929-54.8% | $2,761-52.0% | $2,032-34.8% |
| Participant deferral / active EE | $926 | $2,974-68.9% | $3,330-72.2% | $3,224-71.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |