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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 | $76,920 | $77,817-1.2% | $123,553-37.7% | $64,173+19.9% |
| Participation rate | 71.1% | 74.7%-3.6pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | -4.17% | 12.49%-16.7pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,124 | $5,240-40.4% | $6,426-51.4% | $3,470-10.0% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,887-99.9% |