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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 | $4,102 | $84,499-95.1% | $125,391-96.7% | $66,949-93.9% |
| Participation rate | 86.2% | 76.4%+9.8pp | 82.4%+3.8pp | 69.8%+16.4pp |
| Annual return | 23.02% | -8.49%+31.5pp | 572.41%-549.4pp | 1.57%+21.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,865 | $6,785+15.9% | $7,448+5.6% | $4,239+85.5% |
| Admin fee / account holder | $8 | $685-98.9% | $10,009-99.9% | $594-98.7% |