Filed August 15, 2022
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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,871 | $84,493-95.4% | $125,381-96.9% | $66,938-94.2% |
| Participation rate | 78.5% | 76.4%+2.1pp | 82.4%-3.9pp | 69.8%+8.6pp |
| Annual return | 236.40% | -8.49%+244.9pp | 572.31%-335.9pp | 1.58%+234.8pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,939 | $6,783-56.7% | $7,448-60.5% | $4,238-30.7% |
| Admin fee / account holder | $108 | $685-84.2% | $10,007-98.9% | $594-81.8% |