Filed May 10, 2021
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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).
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 | $12,482 | $75,388-83.4% | $123,553-89.9% | $55,725-77.6% |
| Participation rate | 72.8% | 75.7%-2.9pp | 82.3%-9.5pp | 70.9%+1.9pp |
| Annual return | -4.73% | 4.48%-9.2pp | 119.21%-123.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,160 | $3,063-62.1% | $4,628-74.9% | $2,078-44.2% |
| Participant deferral / active EE | $2,082 | $5,651-63.2% | $6,426-67.6% | $3,356-38.0% |
| Admin fee / account holder | $101 | $120-16.0% | $9,284-98.9% | $115-12.7% |