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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 | $46,349 | $100,801-54.0% | $149,730-69.0% | $73,412-36.9% |
| Participation rate | 89.3% | 77.7%+11.6pp | 82.5%+6.8pp | 72.2%+17.1pp |
| Annual return | 18.86% | 265.34%-246.5pp | 276.70%-257.8pp | 59.30%-40.4pp |
| Employer contribution / active EE | $1,108 | $3,312-66.5% | $4,645-76.2% | $2,234-50.4% |
| Participant deferral / active EE | $6,888 | $6,404+7.5% | $6,843+0.7% | $3,806+81.0% |
| Admin fee / account holder | $155 | $181-14.5% | $9,310-98.3% | $158-2.1% |