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Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,157 | $59,839+172.7% | $81,991+99.0% | $79,852+104.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 6.27% | 17.56%-11.3pp | 41.31%-35.0pp | 31.72%-25.5pp |
| Employer contribution / active EE | $10,927 | $1,713+537.7% | $2,498+337.4% | $2,471+342.2% |
| Participant deferral / active EE | $3,863 | $2,695+43.3% | $3,722+3.8% | $3,740+3.3% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |