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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 | $17,576 | $84,482-79.2% | $125,363-86.0% | $66,930-73.7% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -0.46% | -8.49%+8.0pp | 572.15%-572.6pp | 1.57%-2.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $15,814 | $6,782+133.2% | $7,447+112.4% | $4,238+273.2% |
| Admin fee / account holder | $14 | $685-97.9% | $10,005-99.9% | $593-97.6% |