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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).
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 | $19,877 | $79,523-75.0% | $140,019-85.8% | $56,289-64.7% |
| Participation rate | 90.9% | 85.7%+5.2pp | 87.5%+3.4pp | 69.9%+21.0pp |
| Annual return | 0.36% | 2.39%-2.0pp | 651.17%-650.8pp | -9.96%+10.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,462 | $5,129-52.0% | $6,927-64.5% | $3,350-26.5% |
| Admin fee / account holder | $12 | $614-98.1% | $10,705-99.9% | $521-97.7% |