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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 | $20,063 | $57,108-64.9% | $94,229-78.7% | $52,331-61.7% |
| Participation rate | 75.1% | 72.9%+2.2pp | 78.8%-3.6pp | 68.1%+7.0pp |
| Annual return | -0.21% | 1.47%-1.7pp | 10.68%-10.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,314 | $3,040-56.8% | $4,320-69.6% | $3,022-56.5% |
| Admin fee / account holder | $8 | $546-98.6% | $6,269-99.9% | $592-98.7% |