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Participant contribution per participant 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 | $13,265 | $55,472-76.1% | $155,567-91.5% | $74,546-82.2% |
| Participation rate | 92.4% | 61.9%+30.5pp | 78.2%+14.2pp | 67.2%+25.2pp |
| Annual return | 11.96% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,676 | $2,269-26.1% | $4,674-64.1% | $2,624-36.1% |
| Participant deferral / active EE | $501 | $2,838-82.4% | $5,628-91.1% | $4,347-88.5% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,916-99.9% | $1,944-99.5% |