Filed August 14, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,413 | $36,916+36.6% | $156,551-67.8% | $57,658-12.6% |
| Participation rate | 17.0% | 63.4%-46.5pp | 84.0%-67.0pp | 70.2%-53.3pp |
| Annual return | 0.21% | 12.38%-12.2pp | 32.23%-32.0pp | 5.13%-4.9pp |
| Employer contribution / active EE | $245 | $1,571-84.4% | $5,501-95.6% | $1,974-87.6% |
| Participant deferral / active EE | $644 | $1,926-66.5% | $4,871-86.8% | $3,061-78.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |