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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $73,563 | $72,273+1.8% | $101,275-27.4% | $79,856-7.9% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.2pp |
| Annual return | 8.67% | 22.30%-13.6pp | 46.48%-37.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $15,619 | $2,691+480.4% | $3,660+326.8% | $2,471+532.1% |
| Participant deferral / active EE | $28 | $3,282-99.2% | $4,371-99.4% | $3,741-99.3% |
| Admin fee / account holder | $43 | $4,401-99.0% | $5,948-99.3% | $5,306-99.2% |