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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 | $11,983 | $56,640-78.8% | $78,002-84.6% | $55,167-78.3% |
| Participation rate | 93.6% | 73.3%+20.3pp | 75.5%+18.1pp | 69.0%+24.7pp |
| Annual return | 0.00% | 2868.48%-2868.5pp | 425.99%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $883 | $1,724-48.8% | $2,470-64.2% | $1,963-55.0% |
| Participant deferral / active EE | $1,994 | $2,778-28.2% | $3,497-43.0% | $3,054-34.7% |
| Admin fee / account holder | $6 | $467-98.7% | $5,481-99.9% | $504-98.8% |