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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 | $15,860 | $50,458-68.6% | $159,991-90.1% | $64,814-75.5% |
| Participation rate | 86.8% | 68.0%+18.7pp | 78.0%+8.8pp | 71.5%+15.3pp |
| Annual return | 0.02% | -13.42%+13.4pp | 408.82%-408.8pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,225-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,560 | $4,004+38.9% | $6,183-10.1% | $4,310+29.0% |
| Admin fee / account holder | $13 | $706-98.2% | $8,715-99.9% | $188-93.1% |