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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,186 | $73,102-83.3% | $123,553-90.1% | $56,289-78.4% |
| Participation rate | 90.2% | 74.3%+15.9pp | 82.3%+7.9pp | 69.9%+20.4pp |
| Annual return | -3.65% | 3.01%-6.7pp | 119.21%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,035 | $5,423+48.2% | $6,426+25.0% | $3,350+139.9% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.3% |