I may have answered part of my question, at least for a special case. Last night I did some testing on Fomapan 400 using my witch's brew of modified HC110 (1 part HC110 syrup, 2 parts common 5% white vinegar, 13 parts of water.) Using my densitometer, I found a film speed of 100, which is two stops below box speed. Rumor has it that the true film speed of Fomapan 400 is closer to 200, i.e. one stop below box speed, but in this case I was getting two stops below box speed, so it is suggestive that, at least for this film, lowering the pH of the developer ended up lowering the film speed by an unexpectedly large amount. (However, I did not make the comparison to Fomapan 400 in other developers, so my conclusions are tentative.)
By the way, when I did a similar test with Fomapan 100 (using the HC110 witch's brew mentioned above) I was getting about 1 stop below box speed (or maybe 2/3 stop below box speed), so perhaps the witch's brew developer is particularly ill-suited to Fomapan 400, at least as far as film speed is concerned.