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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 | $11,213 | $101,539-89.0% | $147,041-92.4% | $74,400-84.9% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.6pp | 67.2%+20.5pp |
| Annual return | 23.81% | 8740.84%-8717.0pp | 419.21%-395.4pp | 1367.51%-1343.7pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,851 | $7,304-47.3% | $8,071-52.3% | $4,348-11.4% |
| Admin fee / account holder | $15 | $1,749-99.1% | $13,006-99.9% | $1,944-99.2% |