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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 | $22,468 | $69,511-67.7% | $94,664-76.3% | $71,511-68.6% |
| Participation rate | 88.3% | 78.4%+9.9pp | 80.8%+7.5pp | 67.9%+20.4pp |
| Annual return | 40.80% | 29.67%+11.1pp | 156.84%-116.0pp | 28.86%+11.9pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $10,383 | $7,348+41.3% | $7,417+40.0% | $4,291+142.0% |
| Admin fee / account holder | $18 | $1,211-98.5% | $7,222-99.8% | $1,588-98.9% |