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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 | $58,222 | $51,769+12.5% | $57,356+1.5% | $52,331+11.3% |
| Participation rate | 98.9% | 75.2%+23.7pp | 75.1%+23.8pp | 68.1%+30.8pp |
| Annual return | 2.02% | 2.43%-0.4pp | 24.41%-22.4pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,246 | $2,335-46.6% | $2,689-53.6% | $1,882-33.8% |
| Participant deferral / active EE | $404 | $2,794-85.6% | $3,162-87.2% | $3,022-86.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |