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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 | $101,653-89.0% | $147,080-92.4% | $74,459-84.9% |
| Participation rate | 87.7% | 75.6%+12.2pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 23.81% | 8754.98%-8731.2pp | 420.17%-396.4pp | 1369.70%-1345.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,851 | $7,304-47.3% | $8,066-52.3% | $4,350-11.5% |
| Admin fee / account holder | $15 | $1,752-99.1% | $12,989-99.9% | $1,945-99.2% |