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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 | $73,120 | $68,408+6.9% | $57,196+27.8% | $57,658+26.8% |
| Participation rate | 98.4% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 8.35% | 8.51%-0.2pp | 14.59%-6.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,756 | $2,869-3.9% | $2,683+2.7% | $1,974+39.6% |
| Participant deferral / active EE | $5,724 | $2,903+97.2% | $3,096+84.9% | $3,061+87.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |