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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 | $8,622 | $41,150-79.0% | $80,627-89.3% | $71,511-87.9% |
| Participation rate | 88.4% | 50.3%+38.1pp | 67.0%+21.3pp | 67.9%+20.4pp |
| Annual return | 122.03% | 38.48%+83.6pp | 936.76%-814.7pp | 28.86%+93.2pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $6,024 | $2,701+123.0% | $4,443+35.6% | $4,291+40.4% |
| Admin fee / account holder | $8 | $1,841-99.6% | $5,381-99.9% | $1,588-99.5% |