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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,878 | $72,027-75.2% | $185,835-90.4% | $79,852-77.6% |
| Participation rate | 87.1% | 65.8%+21.4pp | 78.0%+9.1pp | 69.6%+17.5pp |
| Annual return | 30.71% | 23.13%+7.6pp | 35.96%-5.3pp | 31.72%-1.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,000 | $3,780+164.6% | $5,633+77.5% | $3,740+167.3% |
| Admin fee / account holder | $22 | $4,513-99.5% | $9,502-99.8% | $5,306-99.6% |