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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 | $25,869 | $70,002-63.0% | $115,037-77.5% | $52,331-50.6% |
| Participation rate | 87.6% | 72.1%+15.5pp | 81.4%+6.3pp | 68.1%+19.5pp |
| Annual return | 9.67% | 4.04%+5.6pp | 26.14%-16.5pp | 4.54%+5.1pp |
| Employer contribution / active EE | $986 | $2,715-63.7% | $4,608-78.6% | $1,882-47.6% |
| Participant deferral / active EE | $6,285 | $4,920+27.8% | $6,026+4.3% | $3,022+108.0% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.6% |