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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,105 | $48,277-43.9% | $67,511-59.9% | $80,874-66.5% |
| Participation rate | 87.0% | 66.4%+20.6pp | 72.9%+14.1pp | 67.6%+19.3pp |
| Annual return | 14.82% | 18.27%-3.5pp | 3517.41%-3502.6pp | 35.62%-20.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,337 | $2,926+184.9% | $4,000+108.4% | $4,297+94.0% |
| Admin fee / account holder | $30 | $3,687-99.2% | $3,999-99.2% | $6,935-99.6% |