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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 | $16,851 | $130,294-87.1% | $170,043-90.1% | $71,511-76.4% |
| Participation rate | 85.2% | 86.2%-1.0pp | 87.0%-1.8pp | 67.9%+17.3pp |
| Annual return | 30.70% | 20.36%+10.3pp | 53.40%-22.7pp | 28.86%+1.8pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,545 | $6,928-20.0% | $10,410-46.7% | $4,291+29.2% |
| Admin fee / account holder | $14 | $966-98.5% | $12,824-99.9% | $1,588-99.1% |