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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 | $12,823 | $86,897-85.2% | $151,628-91.5% | $64,814-80.2% |
| Participation rate | 87.9% | 87.3%+0.6pp | 87.5%+0.4pp | 71.5%+16.4pp |
| Annual return | 68.44% | -3.57%+72.0pp | 3.34%+65.1pp | 32.84%+35.6pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $8,072 | $6,690+20.7% | $8,363-3.5% | $4,310+87.3% |
| Admin fee / account holder | $6 | $153-96.0% | $11,613-99.9% | $188-96.7% |