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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 | $28,022 | $52,884-47.0% | $84,753-66.9% | $55,167-49.2% |
| Participation rate | 92.8% | 67.5%+25.3pp | 76.6%+16.2pp | 69.0%+23.8pp |
| Annual return | 15.50% | 18.03%-2.5pp | 22.78%-7.3pp | 169.23%-153.7pp |
| Employer contribution / active EE | $840 | $2,233-62.4% | $3,574-76.5% | $1,963-57.2% |
| Participant deferral / active EE | $4,800 | $2,644+81.6% | $3,712+29.3% | $3,054+57.2% |
| Admin fee / account holder | $130 | $581-77.6% | $5,333-97.6% | $504-74.2% |