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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,188 | $91,537-71.4% | $130,045-79.9% | $75,173-65.2% |
| Participation rate | 77.6% | 71.5%+6.2pp | 78.5%-0.9pp | 67.2%+10.4pp |
| Annual return | 11.82% | -631.55%+643.4pp | -137.30%+149.1pp | 160.72%-148.9pp |
| Employer contribution / active EE | $754 | $2,845-73.5% | $4,321-82.6% | $2,671-71.8% |
| Participant deferral / active EE | $2,237 | $4,343-48.5% | $5,820-61.6% | $4,126-45.8% |
| Admin fee / account holder | $8 | $6,780-99.9% | $10,600-99.9% | $5,651-99.9% |