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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 | $49,139 | $70,083-29.9% | $59,899-18.0% | $55,725-11.8% |
| Participation rate | 98.6% | 78.4%+20.3pp | 74.7%+23.9pp | 70.9%+27.8pp |
| Annual return | -4.56% | 3.13%-7.7pp | 3.46%-8.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,419 | $2,878-50.7% | $2,723-47.9% | $2,078-31.7% |
| Participant deferral / active EE | $995 | $3,079-67.7% | $3,402-70.8% | $3,356-70.4% |
| Admin fee / account holder | $0 | $70-99.5% | $3,592-100.0% | $115-99.7% |