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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,282 | $65,092-85.7% | $143,799-93.5% | $66,938-86.1% |
| Participation rate | 94.6% | 65.2%+29.3pp | 80.3%+14.2pp | 69.8%+24.7pp |
| Annual return | -5.16% | -11.14%+6.0pp | -0.04%-5.1pp | 1.58%-6.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,271 | $2,920+114.7% | $5,638+11.2% | $4,238+48.0% |
| Admin fee / account holder | $5 | $502-99.0% | $14,677-100.0% | $594-99.1% |