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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 | $94,407 | $66,813+41.3% | $100,530-6.1% | $73,493+28.5% |
| Participation rate | 85.8% | 77.5%+8.4pp | 79.4%+6.4pp | 70.7%+15.2pp |
| Annual return | 24.51% | 25.70%-1.2pp | 30.89%-6.4pp | 28.51%-4.0pp |
| Employer contribution / active EE | $1,688 | $2,147-21.4% | $3,418-50.6% | $2,270-25.7% |
| Participant deferral / active EE | $12,449 | $5,883+111.6% | $6,271+98.5% | $3,740+232.9% |
| Admin fee / account holder | $36 | $512-93.0% | $8,083-99.6% | $513-93.0% |