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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 | $70,200 | $86,341-18.7% | $125,195-43.9% | $65,186+7.7% |
| Participation rate | 73.0% | 75.3%-2.3pp | 79.8%-6.8pp | 70.2%+2.8pp |
| Annual return | 25.15% | 27.44%-2.3pp | 43.79%-18.6pp | 29.39%-4.2pp |
| Employer contribution / active EE | $289 | $2,040-85.8% | $3,866-92.5% | $2,177-86.7% |
| Participant deferral / active EE | $2,376 | $3,538-32.9% | $4,937-51.9% | $3,514-32.4% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |