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Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,940 | $55,002-16.5% | $59,899-23.3% | $56,289-18.4% |
| Participation rate | 70.8% | 75.9%-5.1pp | 74.7%-3.9pp | 69.9%+0.9pp |
| Annual return | -7.95% | 1.13%-9.1pp | 3.46%-11.4pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,877 | $2,448-23.3% | $2,723-31.0% | $2,111-11.1% |
| Participant deferral / active EE | $5,163 | $3,121+65.4% | $3,402+51.7% | $3,350+54.1% |
| Admin fee / account holder | $239 | $236+1.4% | $3,592-93.3% | $521-54.1% |