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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 | $180,670 | $55,002+228.5% | $59,887+201.7% | $56,287+221.0% |
| Participation rate | 86.8% | 75.9%+10.9pp | 74.7%+12.1pp | 69.9%+17.0pp |
| Annual return | -3.23% | 1.13%-4.4pp | 3.46%-6.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $7,071 | $2,448+188.9% | $2,722+159.7% | $2,111+235.0% |
| Participant deferral / active EE | $8,876 | $3,121+184.4% | $3,402+160.9% | $3,350+165.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |