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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 | $193,262 | $57,976+233.3% | $63,018+206.7% | $62,293+210.2% |
| Participation rate | 83.9% | 75.9%+8.0pp | 74.8%+9.1pp | 69.5%+14.4pp |
| Annual return | 16.37% | 17.54%-1.2pp | 87.62%-71.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $7,091 | $2,415+193.6% | $2,761+156.8% | $2,042+247.2% |
| Participant deferral / active EE | $8,036 | $2,956+171.9% | $3,330+141.4% | $3,169+153.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |