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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 | $28,197 | $60,545-53.4% | $92,240-69.4% | $69,631-59.5% |
| Participation rate | 80.7% | 72.2%+8.5pp | 76.5%+4.2pp | 70.7%+10.0pp |
| Annual return | 159.57% | 19.71%+139.9pp | 176.29%-16.7pp | 27571.02%-27411.5pp |
| Employer contribution / active EE | $1,468 | $2,633-44.3% | $3,680-60.1% | $2,032-27.8% |
| Participant deferral / active EE | $2,894 | $2,828+2.3% | $3,897-25.7% | $3,224-10.2% |
| Admin fee / account holder | $24 | $145-83.2% | $5,194-99.5% | $110-78.0% |