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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).
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 | $16,096 | $41,647-61.4% | $96,171-83.3% | $86,821-81.5% |
| Participation rate | 87.7% | 50.3%+37.5pp | 68.4%+19.3pp | 72.3%+15.5pp |
| Annual return | 157.87% | 27.24%+130.6pp | 192.04%-34.2pp | 97.94%+59.9pp |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,799-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,258 | $2,412+118.0% | $4,350+20.9% | $4,132+27.3% |
| Admin fee / account holder | $2 | $169-98.9% | $5,538-100.0% | $170-98.9% |