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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,802 | $101,672-74.6% | $147,117-82.5% | $74,478-65.4% |
| Participation rate | 89.0% | 75.5%+13.4pp | 82.2%+6.8pp | 67.2%+21.8pp |
| Annual return | 20.55% | 8757.83%-8737.3pp | 420.54%-400.0pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,626 | $7,305+59.2% | $8,065+44.2% | $4,350+167.2% |
| Admin fee / account holder | $33 | $1,753-98.1% | $12,993-99.7% | $1,946-98.3% |