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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,999 | $46,745-67.9% | $60,547-75.2% | $52,331-71.3% |
| Participation rate | 83.3% | 58.6%+24.8pp | 68.0%+15.4pp | 68.1%+15.2pp |
| Annual return | 1.13% | 0.61%+0.5pp | 335.64%-334.5pp | 4.54%-3.4pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,622 | $2,145-24.4% | $3,328-51.3% | $3,022-46.3% |
| Admin fee / account holder | $26 | $537-95.1% | $4,536-99.4% | $592-95.6% |