Filed January 17, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $144,197 | $82,028+75.8% | $123,105+17.1% | $59,633+141.8% |
| Participation rate | 68.8% | 83.2%-14.4pp | 86.8%-18.0pp | 68.7%+0.1pp |
| Annual return | -1.34% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,089 | $3,297-36.6% | $5,151-59.4% | $2,203-5.2% |
| Participant deferral / active EE | $7,069 | $4,667+51.5% | $6,229+13.5% | $3,192+121.5% |
| Admin fee / account holder | $13 | $5,879-99.8% | $9,014-99.9% | $4,297-99.7% |