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Employer contribution per participant 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 | $49,749 | $92,091-46.0% | $63,018-21.1% | $77,958-36.2% |
| Participation rate | 84.6% | 74.5%+10.2pp | 74.8%+9.8pp | 71.6%+13.0pp |
| Annual return | 15.58% | 16.23%-0.6pp | 87.62%-72.0pp | 20.87%-5.3pp |
| Employer contribution / active EE | $665 | $3,424-80.6% | $2,761-75.9% | $2,310-71.2% |
| Participant deferral / active EE | $1,766 | $3,361-47.4% | $3,330-47.0% | $3,537-50.1% |
| Admin fee / account holder | $0 | $48-100.0% | $3,601-100.0% | $97-100.0% |