Filed June 26, 2023 (most recent of 2 filings on file)
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | 0.10% | 2.73%-2.6pp | 1.69%-1.6pp | 4.56%-4.5pp |
| Employer contribution / active EE | $0 | $13,500-100.0% | $24,295-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $559-100.0% | $1,031-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |