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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 | $122,042-80.0% | $184,243-86.8% | $74,429-67.3% |
| Participation rate | 86.8% | 85.5%+1.3pp | 86.8%0pp | 67.2%+19.6pp |
| Annual return | 30.34% | 19.91%+10.4pp | 28.82%+1.5pp | 1368.38%-1338.0pp |
| Employer contribution / active EE | $265 | $4,538-94.2% | $6,427-95.9% | $2,625-89.9% |
| Participant deferral / active EE | $7,571 | $7,143+6.0% | $9,132-17.1% | $4,348+74.1% |
| Admin fee / account holder | $27 | $1,252-97.8% | $13,914-99.8% | $1,944-98.6% |