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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 | $40,584 | $78,419-48.2% | $133,978-69.7% | $73,412-44.7% |
| Participation rate | 98.4% | 78.6%+19.9pp | 79.8%+18.6pp | 72.2%+26.3pp |
| Annual return | 16.69% | 33.35%-16.7pp | 45.10%-28.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,207 | $2,044-40.9% | $3,919-69.2% | $2,234-46.0% |
| Participant deferral / active EE | $2,022 | $3,925-48.5% | $5,047-59.9% | $3,806-46.9% |
| Admin fee / account holder | $9 | $161-94.2% | $8,930-99.9% | $158-94.1% |