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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 | $68,260 | $52,467+30.1% | $57,196+19.3% | $55,167+23.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 75.3%+18.0pp | 69.0%+24.3pp |
| Annual return | 6.34% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $3,339 | $2,477+34.8% | $2,683+24.5% | $1,963+70.1% |
| Participant deferral / active EE | $3,019 | $2,830+6.7% | $3,096-2.5% | $3,054-1.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |