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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 | $16,319 | $82,972-80.3% | $103,374-84.2% | $77,671-79.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.52% | 19.14%-4.6pp | 24.89%-10.4pp | 31.21%-16.7pp |
| Employer contribution / active EE | $319 | $3,554-91.0% | $3,869-91.7% | $2,726-88.3% |
| Participant deferral / active EE | $7,592 | $4,108+84.8% | $5,058+50.1% | $4,648+63.3% |
| Admin fee / account holder | $7 | $639-98.9% | $8,394-99.9% | $430-98.3% |