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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 | $14,075 | $129,227-89.1% | $184,260-92.4% | $77,736-81.9% |
| Participation rate | 93.8% | 87.4%+6.4pp | 86.8%+6.9pp | 70.6%+23.2pp |
| Annual return | 53.10% | 33.24%+19.9pp | 28.84%+24.3pp | 31.26%+21.8pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,578 | $7,307-23.7% | $9,133-38.9% | $4,651+19.9% |
| Admin fee / account holder | $12 | $256-95.5% | $13,898-99.9% | $433-97.3% |