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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 | $11,585 | $90,064-87.1% | $100,415-88.5% | $77,762-85.1% |
| Participation rate | 86.9% | 81.3%+5.6pp | 81.5%+5.4pp | 70.6%+16.3pp |
| Annual return | 0.00% | 20.61%-20.6pp | 49.47%-49.5pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,015 | $8,282-27.4% | $8,091-25.7% | $4,651+29.3% |
| Admin fee / account holder | $13 | $172-92.3% | $7,906-99.8% | $433-96.9% |