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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 | $158,367 | $127,218+24.5% | $392,568-59.7% | $77,775+103.6% |
| Participation rate | 90.1% | 82.0%+8.1pp | 78.1%+12.0pp | 73.2%+16.9pp |
| Annual return | 24.84% | 25.27%-0.4pp | 24.42%+0.4pp | 32.58%-7.7pp |
| Employer contribution / active EE | $2,522 | $3,064-17.7% | $3,783-33.3% | $2,504+0.7% |
| Participant deferral / active EE | $8,553 | $4,820+77.5% | $5,985+42.9% | $3,966+115.7% |
| Admin fee / account holder | $0 | $89-100.0% | $6,260-100.0% | $100-100.0% |