Filed November 18, 2024
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,508 | $38,969-93.6% | $109,313-97.7% | $55,167-95.5% |
| Participation rate | 70.1% | 58.2%+11.9pp | 71.3%-1.2pp | 69.0%+1.1pp |
| Annual return | 9.75% | 8.26%+1.5pp | 22.07%-12.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $276 | $1,227-77.5% | $3,892-92.9% | $1,963-85.9% |
| Participant deferral / active EE | $690 | $2,176-68.3% | $3,166-78.2% | $3,054-77.4% |
| Admin fee / account holder | $3 | $501-99.3% | $5,666-99.9% | $504-99.3% |