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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,162 | $60,165-71.5% | $74,184-76.9% | $55,167-68.9% |
| Participation rate | 97.6% | 74.2%+23.5pp | 76.6%+21.0pp | 69.0%+28.6pp |
| Annual return | 5.45% | 10.00%-4.5pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,225 | $1,600-23.4% | $2,370-48.3% | $1,963-37.6% |
| Participant deferral / active EE | $1,861 | $2,973-37.4% | $3,550-47.6% | $3,054-39.1% |
| Admin fee / account holder | $26 | $419-93.9% | $5,586-99.5% | $504-94.9% |