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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 | $79,407 | $63,314+25.4% | $91,004-12.7% | $62,293+27.5% |
| Participation rate | 85.5% | 73.3%+12.2pp | 75.6%+9.9pp | 69.5%+16.0pp |
| Annual return | 16.19% | 21.00%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,053 | $1,807-41.7% | $2,456-57.1% | $2,042-48.4% |
| Participant deferral / active EE | $4,515 | $2,944+53.4% | $3,548+27.3% | $3,169+42.5% |
| Admin fee / account holder | $78 | $468-83.4% | $5,417-98.6% | $479-83.8% |