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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 | $94,806 | $81,494+16.3% | $133,978-29.2% | $73,497+29.0% |
| Participation rate | 94.6% | 76.4%+18.2pp | 79.8%+14.7pp | 70.7%+23.9pp |
| Annual return | 16.44% | 19.40%-3.0pp | 45.10%-28.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,909 | $2,210-13.6% | $3,919-51.3% | $2,270-15.9% |
| Participant deferral / active EE | $2,681 | $3,787-29.2% | $5,047-46.9% | $3,740-28.3% |
| Admin fee / account holder | $18 | $713-97.4% | $8,930-99.8% | $513-96.4% |