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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 | $10,669 | $55,437-80.8% | $155,534-93.1% | $74,459-85.7% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 20.97% | 269.58%-248.6pp | 64.92%-43.9pp | 1369.70%-1348.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,949 | $2,837+74.4% | $5,630-12.1% | $4,350+13.8% |
| Admin fee / account holder | $16 | $1,742-99.1% | $15,900-99.9% | $1,945-99.2% |