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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 | $61,718 | $64,909-4.9% | $82,312-25.0% | $62,293-0.9% |
| Participation rate | 79.7% | 74.9%+4.9pp | 76.9%+2.8pp | 69.5%+10.2pp |
| Annual return | 20.22% | 21.18%-1.0pp | 25.88%-5.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $1,412 | $1,676-15.8% | $2,428-41.9% | $2,042-30.9% |
| Participant deferral / active EE | $3,070 | $3,103-1.1% | $3,706-17.2% | $3,169-3.1% |
| Admin fee / account holder | $9 | $440-98.0% | $5,608-99.8% | $479-98.1% |