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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 | $20,407 | $82,163-75.2% | $125,363-83.7% | $64,814-68.5% |
| Participation rate | 91.9% | 77.9%+14.1pp | 82.4%+9.6pp | 71.5%+20.5pp |
| Annual return | 0.68% | 3.49%-2.8pp | 572.15%-571.5pp | 32.84%-32.2pp |
| Employer contribution / active EE | $1 | $3,616-100.0% | $4,815-100.0% | $2,507-99.9% |
| Participant deferral / active EE | $8,857 | $7,175+23.5% | $7,447+18.9% | $4,310+105.5% |
| Admin fee / account holder | $12 | $163-92.9% | $10,005-99.9% | $188-93.8% |