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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 | $36,051 | $89,282-59.6% | $94,679-61.9% | $74,440-51.6% |
| Participation rate | 96.0% | 82.4%+13.5pp | 80.8%+15.1pp | 70.7%+25.2pp |
| Annual return | 40.16% | 25.96%+14.2pp | 156.75%-116.6pp | 34.37%+5.8pp |
| Employer contribution / active EE | $84 | $3,022-97.2% | $3,673-97.7% | $2,638-96.8% |
| Participant deferral / active EE | $16,897 | $8,425+100.6% | $7,417+127.8% | $4,529+273.1% |
| Admin fee / account holder | $2 | $219-99.2% | $7,233-100.0% | $348-99.5% |