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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 | $101,539-67.8% | $147,041-77.8% | $74,400-56.1% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 32.92% | 8740.84%-8707.9pp | 419.21%-386.3pp | 1367.51%-1334.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,733 | $7,304+74.3% | $8,071+57.8% | $4,348+192.8% |
| Admin fee / account holder | $29 | $1,749-98.3% | $13,006-99.8% | $1,944-98.5% |