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Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $166,851 | $40,275+314.3% | $57,356+190.9% | $59,633+179.8% |
| Participation rate | 93.8% | 69.1%+24.6pp | 75.1%+18.7pp | 68.7%+25.1pp |
| Annual return | 1.21% | 27.52%-26.3pp | 24.41%-23.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $7,386 | $1,921+284.4% | $2,689+174.7% | $2,203+235.3% |
| Participant deferral / active EE | $7,621 | $2,400+217.6% | $3,162+141.1% | $3,192+138.8% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |