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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 | $171,435 | $52,467+226.7% | $57,196+199.7% | $55,167+210.8% |
| Participation rate | 86.6% | 75.8%+10.8pp | 75.3%+11.3pp | 69.0%+17.6pp |
| Annual return | 9.09% | 7.72%+1.4pp | 14.59%-5.5pp | 169.23%-160.1pp |
| Employer contribution / active EE | $7,547 | $2,477+204.6% | $2,683+181.3% | $1,963+284.5% |
| Participant deferral / active EE | $7,187 | $2,830+153.9% | $3,096+132.1% | $3,054+135.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |