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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 | $23,172 | $44,221-47.6% | $121,208-80.9% | $56,287-58.8% |
| Participation rate | 75.8% | 61.1%+14.8pp | 71.8%+4.1pp | 69.9%+6.0pp |
| Annual return | -3.36% | -3.58%+0.2pp | 16.93%-20.3pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,432 | $1,480-3.2% | $4,023-64.4% | $2,111-32.2% |
| Participant deferral / active EE | $2,241 | $2,521-11.1% | $3,345-33.0% | $3,350-33.1% |
| Admin fee / account holder | $38 | $480-92.1% | $5,020-99.2% | $521-92.8% |