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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,126 | $55,930-83.7% | $76,089-88.0% | $80,925-88.7% |
| Participation rate | 91.3% | 62.1%+29.3pp | 69.1%+22.2pp | 67.7%+23.6pp |
| Annual return | 13.11% | 20.58%-7.5pp | 360.94%-347.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,333 | $3,051+238.7% | $4,259+142.6% | $4,299+140.4% |
| Admin fee / account holder | $16 | $5,241-99.7% | $6,418-99.8% | $6,940-99.8% |