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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 | $56,354 | $70,002-19.5% | $115,038-51.0% | $52,331+7.7% |
| Participation rate | 83.5% | 72.1%+11.4pp | 81.4%+2.2pp | 68.1%+15.4pp |
| Annual return | 2.27% | 4.04%-1.8pp | 26.14%-23.9pp | 4.54%-2.3pp |
| Employer contribution / active EE | $4,451 | $2,715+64.0% | $4,608-3.4% | $1,882+136.6% |
| Participant deferral / active EE | $9,223 | $4,920+87.5% | $6,026+53.1% | $3,022+205.2% |
| Admin fee / account holder | $26 | $566-95.4% | $8,175-99.7% | $592-95.6% |