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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 | $3,980 | $50,458-92.1% | $159,981-97.5% | $64,811-93.9% |
| Participation rate | 76.4% | 68.0%+8.4pp | 78.0%-1.5pp | 71.5%+5.0pp |
| Annual return | 7.08% | -13.42%+20.5pp | 408.70%-401.6pp | 32.83%-25.7pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,224-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,619 | $4,004-9.6% | $6,182-41.5% | $4,310-16.0% |
| Admin fee / account holder | $10 | $706-98.5% | $8,700-99.9% | $188-94.5% |