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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 | $2,242 | $49,451-95.5% | $79,576-97.2% | $66,930-96.7% |
| Participation rate | 78.4% | 61.3%+17.1pp | 69.5%+8.9pp | 69.8%+8.6pp |
| Annual return | -7.83% | 84.25%-92.1pp | 0.15%-8.0pp | 1.57%-9.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,544 | $3,159-19.5% | $3,985-36.2% | $4,238-40.0% |
| Admin fee / account holder | $10 | $595-98.3% | $6,834-99.8% | $593-98.3% |