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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,561 | $89,225-98.3% | $136,072-98.9% | $74,459-97.9% |
| Participation rate | 78.9% | 69.4%+9.4pp | 76.4%+2.4pp | 67.2%+11.6pp |
| Annual return | 12.96% | 22.76%-9.8pp | 580.46%-567.5pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,216-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,174 | $4,597-74.5% | $7,028-83.3% | $4,350-73.0% |
| Admin fee / account holder | $7 | $1,545-99.5% | $6,718-99.9% | $1,945-99.6% |