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Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,368 | $70,002-72.3% | $115,038-83.2% | $52,331-63.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.18% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,702 | $2,715-37.3% | $4,608-63.1% | $1,882-9.6% |
| Participant deferral / active EE | $1,484 | $4,920-69.8% | $6,026-75.4% | $3,022-50.9% |
| Admin fee / account holder | $7 | $566-98.8% | $8,175-99.9% | $592-98.9% |