Filed August 13, 2021 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,373 | $52,722-34.8% | $90,461-62.0% | $73,412-53.2% |
| Participation rate | 26.4% | 67.7%-41.4pp | 72.7%-46.3pp | 72.2%-45.8pp |
| Annual return | 12.35% | 20.70%-8.4pp | 1294.76%-1282.4pp | 59.30%-46.9pp |
| Employer contribution / active EE | $190 | $1,872-89.8% | $3,264-94.2% | $2,234-91.5% |
| Participant deferral / active EE | $967 | $2,810-65.6% | $3,964-75.6% | $3,806-74.6% |
| Admin fee / account holder | $1 | $117-99.0% | $5,617-100.0% | $158-99.3% |