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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 | $8,264 | $55,423-85.1% | $155,602-94.7% | $74,400-88.9% |
| Participation rate | 93.8% | 61.9%+31.9pp | 78.2%+15.5pp | 67.2%+26.5pp |
| Annual return | 23.62% | 269.07%-245.5pp | 64.81%-41.2pp | 1367.51%-1343.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,885 | $2,835+1.8% | $5,629-48.8% | $4,348-33.7% |
| Admin fee / account holder | $8 | $1,744-99.5% | $15,923-100.0% | $1,944-99.6% |