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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,739 | $91,439-79.5% | $135,974-86.2% | $71,511-73.8% |
| Participation rate | 85.1% | 75.7%+9.4pp | 81.9%+3.2pp | 67.9%+17.2pp |
| Annual return | 38.08% | 29.90%+8.2pp | 68.30%-30.2pp | 28.86%+9.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $9,349 | $7,093+31.8% | $7,760+20.5% | $4,291+117.9% |
| Admin fee / account holder | $23 | $1,267-98.2% | $10,767-99.8% | $1,588-98.5% |