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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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,297 | $70,667-40.1% | $123,105-65.6% | $52,331-19.2% |
| Participation rate | 71.8% | 83.7%-11.9pp | 86.8%-15.0pp | 68.1%+3.7pp |
| Annual return | -0.04% | 6.23%-6.3pp | 13.22%-13.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $345 | $2,946-88.3% | $5,151-93.3% | $1,882-81.7% |
| Participant deferral / active EE | $2,599 | $4,493-42.2% | $6,229-58.3% | $3,022-14.0% |
| Admin fee / account holder | $10 | $506-97.9% | $9,014-99.9% | $592-98.2% |