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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 | $27,483 | $78,529-65.0% | $105,591-74.0% | $74,400-63.1% |
| Participation rate | 83.9% | 72.8%+11.1pp | 75.3%+8.6pp | 67.2%+16.6pp |
| Annual return | 49.78% | 15.94%+33.8pp | 116.43%-66.6pp | 1367.51%-1317.7pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,166-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,968 | $4,321+84.4% | $5,008+59.1% | $4,348+83.3% |
| Admin fee / account holder | $17 | $2,216-99.2% | $11,024-99.8% | $1,944-99.1% |