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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 | $65,332 | $89,652-27.1% | $141,197-53.7% | $65,186+0.2% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.5%-10.0pp | 70.2%+2.3pp |
| Annual return | 30.33% | 32.79%-2.5pp | 71.41%-41.1pp | 29.39%+0.9pp |
| Employer contribution / active EE | $2,951 | $3,065-3.7% | $4,736-37.7% | $2,177+35.6% |
| Participant deferral / active EE | $6,094 | $5,691+7.1% | $6,710-9.2% | $3,514+73.4% |
| Admin fee / account holder | $18 | $569-96.9% | $10,265-99.8% | $847-97.9% |