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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 | $10,742 | $65,453-83.6% | $86,698-87.6% | $66,938-84.0% |
| Participation rate | 95.8% | 75.5%+20.4pp | 76.6%+19.2pp | 69.8%+26.0pp |
| Annual return | -3.95% | -10.89%+6.9pp | 35.95%-39.9pp | 1.58%-5.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,338 | $4,102+103.3% | $4,656+79.1% | $4,238+96.7% |
| Admin fee / account holder | $12 | $642-98.2% | $7,493-99.8% | $594-98.0% |