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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 | $17,115 | $102,661-83.3% | $151,639-88.7% | $66,938-74.4% |
| Participation rate | 88.8% | 85.5%+3.3pp | 87.5%+1.3pp | 69.8%+19.0pp |
| Annual return | -1.50% | -10.81%+9.3pp | 3.34%-4.8pp | 1.58%-3.1pp |
| Employer contribution / active EE | $2 | $4,184-99.9% | $6,165-100.0% | $2,545-99.9% |
| Participant deferral / active EE | $13,415 | $6,645+101.9% | $8,363+60.4% | $4,238+216.5% |
| Admin fee / account holder | $5 | $630-99.2% | $11,613-100.0% | $594-99.1% |