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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 | $51,106 | $60,989-16.2% | $60,899-16.1% | $66,930-23.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -13.34% | -9.60%-3.7pp | 16.92%-30.3pp | 1.57%-14.9pp |
| Employer contribution / active EE | $2,416 | $2,661-9.2% | $2,702-10.6% | $2,545-5.1% |
| Participant deferral / active EE | $4,545 | $3,615+25.7% | $3,817+19.1% | $4,238+7.3% |
| Admin fee / account holder | $1 | $338-99.8% | $3,225-100.0% | $593-99.9% |