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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 | $12,114 | $85,171-85.8% | $172,752-93.0% | $72,975-83.4% |
| Participation rate | 93.3% | 70.1%+23.2pp | 82.6%+10.6pp | 69.5%+23.8pp |
| Annual return | 17.07% | 27.32%-10.2pp | 802.97%-785.9pp | 81.01%-63.9pp |
| Employer contribution / active EE | $1,148 | $3,324-65.5% | $5,144-77.7% | $2,440-53.0% |
| Participant deferral / active EE | $715 | $3,260-78.1% | $5,198-86.3% | $3,608-80.2% |
| Admin fee / account holder | $11 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |