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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 | $17,101 | $106,749-84.0% | $145,433-88.2% | $82,448-79.3% |
| Participation rate | 75.7% | 75.6%0pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 24.09% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,138 | $6,519-21.2% | $7,897-34.9% | $4,139+24.1% |
| Admin fee / account holder | $41 | $8,390-99.5% | $13,129-99.7% | $7,234-99.4% |