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Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,350 | $61,214-70.0% | $83,322-78.0% | $56,287-67.4% |
| Participation rate | 85.7% | 72.6%+13.1pp | 77.8%+8.0pp | 69.9%+15.9pp |
| Annual return | 23.53% | 0.42%+23.1pp | 10.64%+12.9pp | -9.96%+33.5pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,750 | $5,091+71.8% | $5,565+57.2% | $3,350+161.2% |
| Admin fee / account holder | $1 | $512-99.8% | $7,540-100.0% | $521-99.8% |