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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 | $45,257 | $86,341-47.6% | $125,192-63.9% | $65,185-30.6% |
| Participation rate | 75.2% | 75.3%-0.1pp | 79.8%-4.6pp | 70.2%+5.0pp |
| Annual return | 21.58% | 27.44%-5.9pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,590 | $2,040+27.0% | $3,866-33.0% | $2,177+19.0% |
| Participant deferral / active EE | $3,563 | $3,538+0.7% | $4,937-27.8% | $3,514+1.4% |
| Admin fee / account holder | $26 | $609-95.7% | $9,704-99.7% | $847-96.9% |