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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 | $18,566 | $102,429-81.9% | $147,096-87.4% | $80,925-77.1% |
| Participation rate | 84.8% | 75.9%+8.9pp | 82.2%+2.6pp | 67.7%+17.2pp |
| Annual return | 12.55% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,724 | $6,649-13.9% | $8,071-29.1% | $4,299+33.2% |
| Admin fee / account holder | $32 | $7,957-99.6% | $13,005-99.8% | $6,940-99.5% |