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Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,079 | $73,848-89.1% | $143,799-94.4% | $68,486-88.2% |
| Participation rate | 70.8% | 66.7%+4.1pp | 80.3%-9.5pp | 67.9%+2.9pp |
| Annual return | -18.73% | 0.91%-19.6pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,959 | $3,385-12.6% | $5,638-47.5% | $4,028-26.5% |
| Admin fee / account holder | $115 | $5,755-98.0% | $14,677-99.2% | $5,404-97.9% |