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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 | $26,310 | $69,511-62.2% | $94,664-72.2% | $71,511-63.2% |
| Participation rate | 83.3% | 78.4%+4.9pp | 80.8%+2.5pp | 67.9%+15.4pp |
| Annual return | 71.26% | 29.67%+41.6pp | 156.84%-85.6pp | 28.86%+42.4pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $13,393 | $7,348+82.3% | $7,417+80.6% | $4,291+212.2% |
| Admin fee / account holder | $23 | $1,211-98.1% | $7,222-99.7% | $1,588-98.5% |