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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 | $43,088 | $54,320-20.7% | $67,652-36.3% | $52,331-17.7% |
| Participation rate | 87.6% | 73.6%+14.0pp | 75.7%+11.9pp | 68.1%+19.5pp |
| Annual return | 2.15% | 6.81%-4.7pp | 6625.40%-6623.2pp | 4.54%-2.4pp |
| Employer contribution / active EE | $1,662 | $1,544+7.6% | $2,266-26.7% | $1,882-11.7% |
| Participant deferral / active EE | $4,329 | $2,950+46.7% | $3,560+21.6% | $3,022+43.2% |
| Admin fee / account holder | $66 | $527-87.4% | $4,821-98.6% | $592-88.8% |