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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 | $16,852 | $102,661-83.6% | $151,639-88.9% | $66,938-74.8% |
| Participation rate | 94.1% | 85.5%+8.5pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | 2.88% | -10.81%+13.7pp | 3.34%-0.5pp | 1.58%+1.3pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,668 | $6,645+45.5% | $8,363+15.6% | $4,238+128.1% |
| Admin fee / account holder | $17 | $630-97.3% | $11,613-99.9% | $594-97.1% |