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Annual investment return 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 | $4,775 | $65,125-92.7% | $143,797-96.7% | $66,949-92.9% |
| Participation rate | 97.9% | 65.2%+32.7pp | 80.3%+17.6pp | 69.8%+28.1pp |
| Annual return | -18.61% | -11.13%-7.5pp | -0.04%-18.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $959 | $2,362-59.4% | $4,952-80.6% | $2,545-62.3% |
| Participant deferral / active EE | $1,962 | $2,920-32.8% | $5,638-65.2% | $4,239-53.7% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |