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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 | $76,097 | $58,093+31.0% | $80,022-4.9% | $56,287+35.2% |
| Participation rate | 86.2% | 73.6%+12.6pp | 75.8%+10.3pp | 69.9%+16.3pp |
| Annual return | -3.94% | 34.63%-38.6pp | 11.22%-15.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $525 | $1,933-72.8% | $2,468-78.7% | $2,111-75.1% |
| Participant deferral / active EE | $4,177 | $3,136+33.2% | $3,686+13.3% | $3,350+24.7% |
| Admin fee / account holder | $194 | $623-68.8% | $6,521-97.0% | $521-62.7% |