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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 | $3,567 | $61,338-94.2% | $149,717-97.6% | $71,495-95.0% |
| Participation rate | 87.6% | 62.5%+25.1pp | 78.8%+8.9pp | 67.9%+19.7pp |
| Annual return | 104.99% | 35.86%+69.1pp | 134.41%-29.4pp | 28.85%+76.1pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,547 | $2,919-47.0% | $5,682-72.8% | $4,291-63.9% |
| Admin fee / account holder | $12 | $1,263-99.1% | $13,213-99.9% | $1,588-99.3% |