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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 | $19,991 | $48,274-58.6% | $63,244-68.4% | $59,633-66.5% |
| Participation rate | 90.2% | 66.3%+23.9pp | 71.0%+19.2pp | 68.7%+21.5pp |
| Annual return | 0.83% | -240.79%+241.6pp | -70.31%+71.1pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $900 | $1,586-43.3% | $2,322-61.2% | $2,203-59.1% |
| Participant deferral / active EE | $324 | $2,343-86.2% | $2,953-89.0% | $3,192-89.9% |
| Admin fee / account holder | $81 | $3,600-97.7% | $5,893-98.6% | $4,297-98.1% |