Filed July 19, 2023
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,705 | $43,411+19.1% | $94,993-45.6% | $69,631-25.7% |
| Participation rate | 37.4% | 64.4%-27.1pp | 73.9%-36.5pp | 70.7%-33.3pp |
| Annual return | 24.39% | 22.54%+1.8pp | 27.14%-2.8pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $764 | $1,202-36.4% | $2,603-70.7% | $2,032-62.4% |
| Participant deferral / active EE | $1,021 | $2,384-57.2% | $3,317-69.2% | $3,224-68.3% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |