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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 | $30,287 | $75,183-59.7% | $123,894-75.6% | $55,167-45.1% |
| Participation rate | 91.8% | 72.8%+19.0pp | 81.4%+10.4pp | 69.0%+22.8pp |
| Annual return | 17.61% | 19.01%-1.4pp | 47.52%-29.9pp | 169.23%-151.6pp |
| Employer contribution / active EE | $1,315 | $2,823-53.4% | $4,617-71.5% | $1,963-33.0% |
| Participant deferral / active EE | $8,658 | $5,084+70.3% | $5,984+44.7% | $3,054+183.5% |
| Admin fee / account holder | $2 | $663-99.6% | $8,357-100.0% | $504-99.5% |