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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 | $174,503 | $143,525+21.6% | $379,746-54.0% | $90,274+93.3% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.4%+15.4pp | 73.4%+20.5pp |
| Annual return | 14.37% | 18.97%-4.6pp | 34.90%-20.5pp | 53.97%-39.6pp |
| Employer contribution / active EE | $2,765 | $3,201-13.6% | $3,540-21.9% | $2,523+9.6% |
| Participant deferral / active EE | $9,673 | $5,231+84.9% | $6,024+60.6% | $4,231+128.7% |
| Admin fee / account holder | $0 | $100-100.0% | $7,927-100.0% | $114-100.0% |