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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 | $15,225 | $111,491-86.3% | $189,537-92.0% | $86,821-82.5% |
| Participation rate | 85.1% | 87.3%-2.2pp | 87.8%-2.7pp | 72.3%+12.8pp |
| Annual return | 78.44% | 83.50%-5.1pp | 555.34%-476.9pp | 97.94%-19.5pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,161-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,363 | $6,437-16.7% | $8,220-34.8% | $4,132+29.8% |
| Admin fee / account holder | $8 | $189-95.7% | $12,048-99.9% | $170-95.2% |