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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 | $24,353 | $122,063-80.0% | $184,256-86.8% | $74,478-67.3% |
| Participation rate | 86.8% | 85.5%+1.3pp | 86.8%0pp | 67.2%+19.6pp |
| Annual return | 30.34% | 19.92%+10.4pp | 28.85%+1.5pp | 1370.56%-1340.2pp |
| Employer contribution / active EE | $265 | $4,539-94.2% | $6,427-95.9% | $2,626-89.9% |
| Participant deferral / active EE | $7,571 | $7,144+6.0% | $9,133-17.1% | $4,350+74.0% |
| Admin fee / account holder | $27 | $1,253-97.8% | $13,899-99.8% | $1,946-98.6% |