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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 | $12,004 | $47,163-74.5% | $149,696-92.0% | $74,460-83.9% |
| Participation rate | 95.3% | 63.4%+31.9pp | 78.8%+16.6pp | 70.7%+24.6pp |
| Annual return | 14.18% | 22.75%-8.6pp | 134.46%-120.3pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,493 | $1,907-21.7% | $4,821-69.0% | $2,638-43.4% |
| Participant deferral / active EE | $387 | $2,730-85.8% | $5,682-93.2% | $4,530-91.5% |
| Admin fee / account holder | $3 | $343-99.2% | $13,212-100.0% | $348-99.2% |