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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 | $12,801 | $58,320-78.1% | $86,451-85.2% | $66,949-80.9% |
| Participation rate | 88.6% | 78.6%+10.0pp | 80.3%+8.3pp | 69.8%+18.8pp |
| Annual return | -4.03% | -9.71%+5.7pp | 4398.51%-4402.5pp | 1.57%-5.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $11,320 | $6,899+64.1% | $6,953+62.8% | $4,239+167.0% |
| Admin fee / account holder | $12 | $546-97.8% | $6,734-99.8% | $594-98.0% |