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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 | $26,894 | $59,105-54.5% | $160,009-83.2% | $66,938-59.8% |
| Participation rate | 76.7% | 68.1%+8.6pp | 78.0%-1.3pp | 69.8%+6.9pp |
| Annual return | -17.38% | -12.26%-5.1pp | 408.85%-426.2pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,903 | $1,983+96.8% | $4,225-7.6% | $2,545+53.4% |
| Participant deferral / active EE | $1,458 | $4,395-66.8% | $6,183-76.4% | $4,238-65.6% |
| Admin fee / account holder | $0 | $591-100.0% | $8,715-100.0% | $594-100.0% |