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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 | $33,531 | $89,652-62.6% | $141,191-76.3% | $65,185-48.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 42.14% | 32.79%+9.3pp | 71.41%-29.3pp | 29.38%+12.8pp |
| Employer contribution / active EE | $2,916 | $3,065-4.9% | $4,736-38.4% | $2,177+34.0% |
| Participant deferral / active EE | $6,572 | $5,691+15.5% | $6,710-2.1% | $3,514+87.0% |
| Admin fee / account holder | $192 | $569-66.3% | $10,264-98.1% | $847-77.4% |