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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 | $7,887 | $81,331-90.3% | $155,534-94.9% | $80,935-90.3% |
| Participation rate | 80.2% | 66.3%+14.0pp | 78.2%+2.0pp | 67.7%+12.5pp |
| Annual return | 14.14% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,716 | $3,454-21.4% | $5,630-51.8% | $4,299-36.8% |
| Admin fee / account holder | $29 | $7,999-99.6% | $15,900-99.8% | $6,924-99.6% |