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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 | $20,945 | $62,166-66.3% | $81,286-74.2% | $74,429-71.9% |
| Participation rate | 82.4% | 64.1%+18.4pp | 69.5%+12.9pp | 67.2%+15.2pp |
| Annual return | 82.30% | 16.50%+65.8pp | 24.80%+57.5pp | 1368.38%-1286.1pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,656 | $3,223+13.4% | $3,883-5.8% | $4,348-15.9% |
| Admin fee / account holder | $12 | $1,925-99.4% | $5,764-99.8% | $1,944-99.4% |