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Employer contribution per participant 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 | $32,698 | $101,653-67.8% | $147,080-77.8% | $74,459-56.1% |
| Participation rate | 90.9% | 75.6%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 32.92% | 8754.98%-8722.1pp | 420.17%-387.2pp | 1369.70%-1336.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,733 | $7,304+74.3% | $8,066+57.9% | $4,350+192.7% |
| Admin fee / account holder | $29 | $1,752-98.3% | $12,989-99.8% | $1,945-98.5% |