Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,244 | $116,243-55.9% | $91,994-44.3% | $89,609-42.8% |
| Participation rate | 87.3% | 84.8%+2.5pp | 78.6%+8.7pp | 69.6%+17.7pp |
| Annual return | 23.60% | 23.75%-0.2pp | 69.04%-45.4pp | 33.65%-10.1pp |
| Employer contribution / active EE | $2,549 | $3,226-21.0% | $3,453-26.2% | $2,584-1.4% |
| Participant deferral / active EE | $3,742 | $7,519-50.2% | $5,924-36.8% | $4,222-11.4% |
| Admin fee / account holder | $0 | $82-100.0% | $7,744-100.0% | $72-100.0% |