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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 | $40,149 | $71,197-43.6% | $93,669-57.1% | $80,925-50.4% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.8pp | 67.7%+24.9pp |
| Annual return | 14.86% | 11.27%+3.6pp | 133.59%-118.7pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,273 | $1,565-18.6% | $2,424-47.5% | $2,756-53.8% |
| Participant deferral / active EE | $6,372 | $4,036+57.9% | $4,416+44.3% | $4,299+48.2% |
| Admin fee / account holder | $298 | $6,959-95.7% | $8,291-96.4% | $6,940-95.7% |