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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 | $84,640 | $85,766-1.3% | $136,298-37.9% | $70,126+20.7% |
| Participation rate | 77.4% | 74.2%+3.2pp | 81.9%-4.5pp | 69.5%+7.8pp |
| Annual return | 17.03% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,454 | $5,051-31.6% | $6,247-44.7% | $3,332+3.7% |
| Admin fee / account holder | $13 | $5,421-99.8% | $9,244-99.9% | $4,645-99.7% |