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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,050 | $39,909-87.3% | $78,778-93.6% | $80,976-93.8% |
| Participation rate | 93.1% | 55.7%+37.4pp | 69.2%+24.0pp | 68.3%+24.9pp |
| Annual return | 14.93% | 23.47%-8.5pp | 35.62%-20.7pp | 22.91%-8.0pp |
| Employer contribution / active EE | $0 | $778-100.0% | $1,986-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $597 | $1,359-56.1% | $2,958-79.8% | $3,848-84.5% |
| Admin fee / account holder | $39 | $50-21.8% | $5,134-99.2% | $67-42.4% |