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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 | $69,711 | $176,471-60.5% | $95,960-27.4% | $90,274-22.8% |
| Participation rate | 87.5% | 86.6%+0.9pp | 77.1%+10.4pp | 73.4%+14.1pp |
| Annual return | 25.70% | 20.15%+5.6pp | 91.63%-65.9pp | 53.97%-28.3pp |
| Employer contribution / active EE | $2,244 | $2,783-19.4% | $2,541-11.7% | $2,523-11.1% |
| Participant deferral / active EE | $7,447 | $5,325+39.8% | $4,167+78.7% | $4,231+76.0% |
| Admin fee / account holder | $62 | $154-59.6% | $6,797-99.1% | $114-45.3% |