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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 | $40,723 | $52,467-22.4% | $57,196-28.8% | $55,167-26.2% |
| Participation rate | 71.0% | 75.8%-4.9pp | 75.3%-4.3pp | 69.0%+2.0pp |
| Annual return | 8.24% | 7.72%+0.5pp | 14.59%-6.4pp | 169.23%-161.0pp |
| Employer contribution / active EE | $730 | $2,477-70.5% | $2,683-72.8% | $1,963-62.8% |
| Participant deferral / active EE | $4,350 | $2,830+53.7% | $3,096+40.5% | $3,054+42.4% |
| Admin fee / account holder | $200 | $269-25.5% | $3,141-93.6% | $504-60.2% |