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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 | $21,684 | $55,449-60.9% | $83,830-74.1% | $56,287-61.5% |
| Participation rate | 82.3% | 68.0%+14.3pp | 76.1%+6.1pp | 69.9%+12.4pp |
| Annual return | 4.28% | -1.38%+5.7pp | 850.97%-846.7pp | -9.96%+14.2pp |
| Employer contribution / active EE | $824 | $2,430-66.1% | $3,631-77.3% | $2,111-61.0% |
| Participant deferral / active EE | $2,281 | $2,935-22.3% | $4,082-44.1% | $3,350-31.9% |
| Admin fee / account holder | $22 | $656-96.6% | $5,479-99.6% | $521-95.8% |