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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,785 | $86,655-56.4% | $119,608-68.4% | $66,930-43.5% |
| Participation rate | 93.2% | 75.6%+17.6pp | 79.3%+13.9pp | 69.8%+23.4pp |
| Annual return | -20.45% | -8.00%-12.5pp | -14.98%-5.5pp | 1.57%-22.0pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,041 | $4,358-7.3% | $5,601-27.9% | $4,238-4.7% |
| Admin fee / account holder | $19 | $755-97.5% | $10,326-99.8% | $593-96.8% |