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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 | $102,466 | $47,977+113.6% | $154,108-33.5% | $56,289+82.0% |
| Participation rate | 88.1% | 66.2%+22.0pp | 83.0%+5.1pp | 69.9%+18.3pp |
| Annual return | 8.81% | 3.54%+5.3pp | 735.21%-726.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $3,480 | $2,169+60.5% | $5,298-34.3% | $2,111+64.8% |
| Participant deferral / active EE | $3,574 | $2,392+49.4% | $5,081-29.6% | $3,350+6.7% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |