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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 | $27,034 | $104,336-74.1% | $159,455-83.0% | $86,813-68.9% |
| Participation rate | 86.4% | 77.7%+8.6pp | 82.8%+3.5pp | 72.3%+14.1pp |
| Annual return | 567.93% | 26.32%+541.6pp | 263.63%+304.3pp | 97.93%+470.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,945 | $6,837-42.3% | $7,353-46.4% | $4,131-4.5% |
| Admin fee / account holder | $3 | $172-98.4% | $10,800-100.0% | $170-98.3% |