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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,753 | $78,636-92.7% | $105,607-94.6% | $74,459-92.3% |
| Participation rate | 79.5% | 72.8%+6.8pp | 75.3%+4.2pp | 67.2%+12.3pp |
| Annual return | 12.54% | 15.96%-3.4pp | 116.11%-103.6pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $791 | $2,523-68.6% | $3,167-75.0% | $2,626-69.9% |
| Participant deferral / active EE | $1,198 | $4,322-72.3% | $5,011-76.1% | $4,350-72.5% |
| Admin fee / account holder | $10 | $2,220-99.6% | $10,958-99.9% | $1,945-99.5% |