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Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $48,295 | $60,165-19.7% | $74,185-34.9% | $55,167-12.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.03% | 10.00%-6.0pp | 17.74%-13.7pp | 169.23%-165.2pp |
| Employer contribution / active EE | $2,400 | $1,600+50.0% | $2,370+1.3% | $1,963+22.3% |
| Participant deferral / active EE | $2,697 | $2,973-9.3% | $3,550-24.0% | $3,054-11.7% |
| Admin fee / account holder | $233 | $419-44.5% | $5,586-95.8% | $504-53.8% |