Filed August 8, 2019 (most recent of 2 filings on file)
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Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,225 | $70,667-60.1% | $123,105-77.1% | $52,331-46.1% |
| Participation rate | 97.5% | 83.7%+13.8pp | 86.8%+10.8pp | 68.1%+29.4pp |
| Annual return | -1.17% | 6.23%-7.4pp | 13.22%-14.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,928 | $2,946-34.6% | $5,151-62.6% | $1,882+2.5% |
| Participant deferral / active EE | $2,583 | $4,493-42.5% | $6,229-58.5% | $3,022-14.5% |
| Admin fee / account holder | $29 | $506-94.4% | $9,014-99.7% | $592-95.2% |