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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 | $25,895 | $47,977-46.0% | $154,111-83.2% | $56,287-54.0% |
| Participation rate | 74.4% | 66.2%+8.2pp | 83.0%-8.6pp | 69.9%+4.5pp |
| Annual return | -5.60% | 3.54%-9.1pp | 735.18%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $297 | $2,169-86.3% | $5,298-94.4% | $2,111-85.9% |
| Participant deferral / active EE | $2,250 | $2,392-5.9% | $5,081-55.7% | $3,350-32.8% |
| Admin fee / account holder | $14 | $438-96.7% | $13,411-99.9% | $521-97.2% |