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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,947 | $71,142-52.3% | $119,634-71.6% | $64,824-47.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -16.48% | -10.01%-6.5pp | -14.98%-1.5pp | 32.84%-49.3pp |
| Employer contribution / active EE | $1,093 | $2,497-56.3% | $4,232-74.2% | $2,507-56.4% |
| Participant deferral / active EE | $1,891 | $4,490-57.9% | $5,601-66.2% | $4,311-56.1% |
| Admin fee / account holder | $10 | $162-94.1% | $10,329-99.9% | $188-94.9% |