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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 | $61,364 | $80,753-24.0% | $136,298-55.0% | $62,293-1.5% |
| Participation rate | 78.1% | 73.5%+4.5pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 19.97% | 35.83%-15.9pp | 5156.27%-5136.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $3,114 | $2,884+8.0% | $4,696-33.7% | $2,042+52.5% |
| Participant deferral / active EE | $7,220 | $5,164+39.8% | $6,247+15.6% | $3,169+127.8% |
| Admin fee / account holder | $161 | $525-69.4% | $9,244-98.3% | $479-66.5% |