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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 | $58,772 | $95,542-38.5% | $69,483-15.4% | $67,582-13.0% |
| Participation rate | 98.6% | 79.4%+19.2pp | 74.6%+24.0pp | 71.3%+27.3pp |
| Annual return | 19.17% | 17.67%+1.5pp | 28.99%-9.8pp | 378.57%-359.4pp |
| Employer contribution / active EE | $1,624 | $2,989-45.7% | $2,780-41.6% | $2,148-24.4% |
| Participant deferral / active EE | $1,047 | $3,263-67.9% | $3,537-70.4% | $3,539-70.4% |
| Admin fee / account holder | $0 | $90-99.9% | $3,841-100.0% | $142-100.0% |