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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 | $98,783 | $46,732+111.4% | $156,551-36.9% | $55,167+79.1% |
| Participation rate | 83.7% | 65.8%+17.9pp | 84.0%-0.3pp | 69.0%+14.7pp |
| Annual return | 10.28% | 17.72%-7.4pp | 32.23%-21.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $3,831 | $2,105+82.0% | $5,501-30.4% | $1,963+95.2% |
| Participant deferral / active EE | $3,707 | $2,204+68.2% | $4,871-23.9% | $3,054+21.4% |
| Admin fee / account holder | $15 | $418-96.4% | $13,028-99.9% | $504-97.0% |