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Participant 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).
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 | $3,334 | $29,369-88.6% | $77,552-95.7% | $73,412-95.5% |
| Participation rate | 73.0% | 37.9%+35.1pp | 54.2%+18.9pp | 72.2%+0.9pp |
| Annual return | 17.79% | 358.15%-340.4pp | 54.82%-37.0pp | 59.30%-41.5pp |
| Employer contribution / active EE | $136 | $406-66.4% | $987-86.2% | $2,234-93.9% |
| Participant deferral / active EE | $181 | $941-80.7% | $1,861-90.3% | $3,806-95.2% |
| Admin fee / account holder | $2 | $123-98.6% | $2,859-99.9% | $158-98.9% |