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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).
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 | $24,048 | $91,439-73.7% | $135,974-82.3% | $71,511-66.4% |
| Participation rate | 95.1% | 75.7%+19.4pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 39.75% | 29.90%+9.9pp | 68.30%-28.6pp | 28.86%+10.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $13,893 | $7,093+95.9% | $7,760+79.0% | $4,291+223.8% |
| Admin fee / account holder | $25 | $1,267-98.0% | $10,767-99.8% | $1,588-98.4% |