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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 | $9,087 | $58,895-84.6% | $178,503-94.9% | $73,497-87.6% |
| Participation rate | 87.5% | 66.2%+21.3pp | 81.9%+5.6pp | 70.7%+16.8pp |
| Annual return | 13.68% | 24.86%-11.2pp | 151.12%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,495 | $2,236-33.1% | $5,011-70.2% | $2,270-34.2% |
| Participant deferral / active EE | $1,126 | $2,567-56.1% | $5,202-78.3% | $3,740-69.9% |
| Admin fee / account holder | $13 | $400-96.7% | $13,987-99.9% | $513-97.4% |