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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,887 | $73,102-87.8% | $123,552-92.8% | $56,287-84.2% |
| Participation rate | 77.5% | 74.3%+3.2pp | 82.3%-4.8pp | 69.9%+7.6pp |
| Annual return | -3.03% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $667 | $2,977-77.6% | $4,628-85.6% | $2,111-68.4% |
| Participant deferral / active EE | $1,583 | $5,423-70.8% | $6,426-75.4% | $3,350-52.7% |
| Admin fee / account holder | $11 | $554-98.1% | $9,285-99.9% | $521-97.9% |