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Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,217 | $37,446-86.1% | $77,513-93.3% | $79,852-93.5% |
| Participation rate | 78.3% | 41.5%+36.7pp | 54.2%+24.1pp | 69.6%+8.6pp |
| Annual return | 8.28% | 39.76%-31.5pp | 54.81%-46.5pp | 31.72%-23.4pp |
| Employer contribution / active EE | $525 | $637-17.6% | $987-46.8% | $2,471-78.7% |
| Participant deferral / active EE | $1,768 | $1,261+40.2% | $1,861-5.0% | $3,740-52.7% |
| Admin fee / account holder | $48 | $2,506-98.1% | $2,859-98.3% | $5,306-99.1% |