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Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,295 | $84,493-80.7% | $125,381-87.0% | $66,938-75.7% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | -2.33% | -8.49%+6.2pp | 572.31%-574.6pp | 1.58%-3.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,595 | $6,783-17.5% | $7,448-24.9% | $4,238+32.0% |
| Admin fee / account holder | $13 | $685-98.1% | $10,007-99.9% | $594-97.8% |