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Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,195 | $55,453+37.4% | $170,435-55.3% | $62,293+22.3% |
| Participation rate | 72.4% | 66.4%+6.0pp | 83.6%-11.2pp | 69.5%+2.8pp |
| Annual return | 10.77% | 21.38%-10.6pp | 205.94%-195.2pp | 28.90%-18.1pp |
| Employer contribution / active EE | $2,271 | $2,164+5.0% | $5,432-58.2% | $2,042+11.2% |
| Participant deferral / active EE | $3,378 | $2,303+46.7% | $4,939-31.6% | $3,169+6.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |