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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 | $124,702 | $85,135+46.5% | $98,920+26.1% | $73,412+69.9% |
| Participation rate | 92.1% | 81.1%+10.9pp | 76.0%+16.0pp | 72.2%+19.9pp |
| Annual return | 25.71% | 19.14%+6.6pp | 196.47%-170.8pp | 59.30%-33.6pp |
| Employer contribution / active EE | $4,757 | $2,721+74.8% | $2,689+76.9% | $2,234+112.9% |
| Participant deferral / active EE | $9,783 | $4,349+125.0% | $4,245+130.5% | $3,806+157.1% |
| Admin fee / account holder | $48 | $139-65.4% | $6,643-99.3% | $158-69.5% |