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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 | $45,395 | $70,002-35.2% | $115,037-60.5% | $52,331-13.3% |
| Participation rate | 73.0% | 72.1%+0.8pp | 81.4%-8.4pp | 68.1%+4.8pp |
| Annual return | -0.71% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,861 | $2,715+5.4% | $4,608-37.9% | $1,882+52.1% |
| Participant deferral / active EE | $5,413 | $4,920+10.0% | $6,026-10.2% | $3,022+79.1% |
| Admin fee / account holder | $182 | $566-67.9% | $8,175-97.8% | $592-69.3% |