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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 | $36,761 | $54,320-32.3% | $67,652-45.7% | $52,331-29.8% |
| Participation rate | 72.6% | 73.6%-1.0pp | 75.7%-3.1pp | 68.1%+4.5pp |
| Annual return | -0.10% | 6.81%-6.9pp | 6625.40%-6625.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,216 | $1,544-21.2% | $2,266-46.3% | $1,882-35.4% |
| Participant deferral / active EE | $3,099 | $2,950+5.0% | $3,560-12.9% | $3,022+2.5% |
| Admin fee / account holder | $169 | $527-67.9% | $4,821-96.5% | $592-71.4% |