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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 | $78,976-74.1% | $100,383-79.6% | $74,546-72.6% |
| Participation rate | 82.4% | 79.5%+2.9pp | 81.5%+0.9pp | 67.2%+15.1pp |
| Annual return | 0.00% | 20.62%-20.6pp | 49.26%-49.3pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,174 | $7,758+5.4% | $8,086+1.1% | $4,347+88.0% |
| Admin fee / account holder | $21 | $1,330-98.4% | $7,900-99.7% | $1,944-98.9% |