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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 | $55,437-85.1% | $155,534-94.7% | $74,459-88.9% |
| Participation rate | 93.8% | 61.9%+31.9pp | 78.2%+15.5pp | 67.2%+26.5pp |
| Annual return | 23.62% | 269.58%-246.0pp | 64.92%-41.3pp | 1369.70%-1346.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,885 | $2,837+1.7% | $5,630-48.8% | $4,350-33.7% |
| Admin fee / account holder | $8 | $1,742-99.5% | $15,900-100.0% | $1,945-99.6% |