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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).
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 | $51,878 | $66,302-21.8% | $110,243-52.9% | $56,289-7.8% |
| Participation rate | 74.0% | 74.9%-0.9pp | 79.8%-5.8pp | 69.9%+4.1pp |
| Annual return | -6.05% | -1.18%-4.9pp | 314.76%-320.8pp | -9.96%+3.9pp |
| Employer contribution / active EE | $290 | $2,047-85.8% | $3,827-92.4% | $2,111-86.3% |
| Participant deferral / active EE | $2,226 | $3,381-34.2% | $4,672-52.4% | $3,350-33.6% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |