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Employer 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).
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 | $143,648 | $130,294+10.2% | $170,057-15.5% | $71,529+100.8% |
| Participation rate | 98.6% | 86.2%+12.4pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 23.48% | 20.36%+3.1pp | 53.42%-29.9pp | 28.97%-5.5pp |
| Employer contribution / active EE | -$10 | $4,385-100.2% | $6,790-100.2% | $2,590-100.4% |
| Participant deferral / active EE | $17,206 | $6,928+148.4% | $10,411+65.3% | $4,291+300.9% |
| Admin fee / account holder | $2 | $966-99.8% | $12,826-100.0% | $1,588-99.9% |