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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,645 | $45,152-83.1% | $73,845-89.6% | $59,632-87.2% |
| Participation rate | 79.8% | 64.0%+15.8pp | 73.4%+6.3pp | 68.7%+11.1pp |
| Annual return | -1.14% | 27.40%-28.5pp | 2267.91%-2269.0pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $135 | $1,902-92.9% | $2,788-95.2% | $2,203-93.9% |
| Participant deferral / active EE | $902 | $2,574-64.9% | $3,583-74.8% | $3,192-71.7% |
| Admin fee / account holder | $9 | $3,516-99.8% | $4,881-99.8% | $4,297-99.8% |