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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $39,819-100.0% | $67,834-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 61.2%-61.2pp | 68.8%-68.8pp | 70.2%-70.2pp |
| Annual return | 3.87% | 9.19%-5.3pp | 138.47%-134.6pp | 5.13%-1.3pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $328 | $2,209-85.2% | $3,160-89.6% | $3,061-89.3% |
| Admin fee / account holder | $0 | $84-100.0% | $4,622-100.0% | $95-100.0% |