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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 | $8,973 | $64,612-86.1% | $86,438-89.6% | $64,819-86.2% |
| Participation rate | 94.0% | 81.5%+12.5pp | 80.3%+13.6pp | 71.5%+22.5pp |
| Annual return | 8.89% | 0.66%+8.2pp | 4397.19%-4388.3pp | 32.84%-23.9pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,485 | $7,497-0.2% | $6,952+7.7% | $4,311+73.6% |
| Admin fee / account holder | $9 | $169-94.8% | $6,733-99.9% | $188-95.4% |