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Annual investment return 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 | $24,603 | $107,415-77.1% | $135,982-81.9% | $80,169-69.3% |
| Participation rate | 99.2% | 78.0%+21.2pp | 81.9%+17.3pp | 72.9%+26.3pp |
| Annual return | -11.20% | 91.99%-103.2pp | 68.32%-79.5pp | 40.39%-51.6pp |
| Employer contribution / active EE | $1,007 | $3,878-74.0% | $4,859-79.3% | $2,978-66.2% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,760-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,767-100.0% | $145-100.0% |