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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 | $89,808-87.1% | $100,383-88.5% | $77,671-85.1% |
| Participation rate | 86.9% | 81.2%+5.7pp | 81.5%+5.4pp | 70.6%+16.3pp |
| Annual return | 0.00% | 20.62%-20.6pp | 49.26%-49.3pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,015 | $8,284-27.4% | $8,086-25.6% | $4,648+29.4% |
| Admin fee / account holder | $13 | $174-92.4% | $7,900-99.8% | $430-96.9% |