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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,196 | $49,255-63.1% | $70,494-74.2% | $79,856-77.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.95% | 30.10%-23.2pp | 109.16%-102.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $38 | $2,100-98.2% | $2,738-98.6% | $2,471-98.5% |
| Participant deferral / active EE | $1,199 | $2,768-56.7% | $3,711-67.7% | $3,741-68.0% |
| Admin fee / account holder | $13 | $2,879-99.6% | $3,848-99.7% | $5,306-99.8% |