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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 | $41,641 | $63,314-34.2% | $91,004-54.2% | $62,293-33.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.35% | 21.00%-5.6pp | 4.60%+10.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,759 | $1,807+52.7% | $2,456+12.4% | $2,042+35.1% |
| Participant deferral / active EE | $1,961 | $2,944-33.4% | $3,548-44.7% | $3,169-38.1% |
| Admin fee / account holder | $12 | $468-97.4% | $5,417-99.8% | $479-97.4% |