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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 | $15,045 | $102,429-85.3% | $147,096-89.8% | $80,925-81.4% |
| Participation rate | 73.1% | 75.9%-2.7pp | 82.2%-9.0pp | 67.7%+5.5pp |
| Annual return | 12.23% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,032 | $6,649+5.8% | $8,071-12.9% | $4,299+63.6% |
| Admin fee / account holder | $35 | $7,957-99.6% | $13,005-99.7% | $6,940-99.5% |