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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 | $33,057 | $52,967-37.6% | $172,753-80.9% | $65,186-49.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.65% | 30.12%-7.5pp | 803.00%-780.4pp | 29.39%-6.7pp |
| Employer contribution / active EE | $1,812 | $2,190-17.2% | $5,144-64.8% | $2,177-16.7% |
| Participant deferral / active EE | $2,920 | $2,471+18.2% | $5,198-43.8% | $3,514-16.9% |
| Admin fee / account holder | $13 | $472-97.3% | $13,956-99.9% | $847-98.5% |