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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 | $212,075 | $80,753+162.6% | $136,298+55.6% | $62,293+240.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.05% | 35.83%-19.8pp | 5156.27%-5140.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $11,098 | $2,884+284.9% | $4,696+136.4% | $2,042+443.4% |
| Participant deferral / active EE | $5,854 | $5,164+13.4% | $6,247-6.3% | $3,169+84.7% |
| Admin fee / account holder | $31 | $525-94.1% | $9,244-99.7% | $479-93.5% |