Filed September 6, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $44,954 | $46,732-3.8% | $156,551-71.3% | $55,167-18.5% |
| Participation rate | 36.8% | 65.8%-29.0pp | 84.0%-47.3pp | 69.0%-32.2pp |
| Annual return | 5.80% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $266 | $2,105-87.4% | $5,501-95.2% | $1,963-86.4% |
| Participant deferral / active EE | $1,823 | $2,204-17.3% | $4,871-62.6% | $3,054-40.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |