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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 | $76,034 | $76,551-0.7% | $123,894-38.6% | $62,881+20.9% |
| Participation rate | 78.7% | 73.0%+5.7pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 7.20% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,711 | $4,840-23.3% | $5,984-38.0% | $3,203+15.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |