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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,516 | $60,989-56.5% | $60,919-56.5% | $66,949-60.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -12.06% | -9.60%-2.5pp | 16.96%-29.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $860 | $2,661-67.7% | $2,704-68.2% | $2,545-66.2% |
| Participant deferral / active EE | $2,422 | $3,615-33.0% | $3,814-36.5% | $4,239-42.9% |
| Admin fee / account holder | $5 | $338-98.5% | $3,228-99.8% | $594-99.2% |