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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 | $20,446 | $79,169-74.2% | $100,415-79.6% | $74,478-72.5% |
| Participation rate | 82.4% | 79.4%+2.9pp | 81.5%+0.8pp | 67.2%+15.1pp |
| Annual return | 0.00% | 20.51%-20.5pp | 49.47%-49.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,174 | $7,751+5.5% | $8,091+1.0% | $4,350+87.9% |
| Admin fee / account holder | $21 | $1,337-98.4% | $7,906-99.7% | $1,946-98.9% |