Filed November 2, 2022
Total covered: 34 employees
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,198 | $64,954-41.2% | $115,752-67.0% | $62,293-38.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 7.73% | 24.87%-17.1pp | 19.41%-11.7pp | 28.90%-21.2pp |
| Employer contribution / active EE | $0 | $2,344-100.0% | $3,492-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $12 | $414-97.2% | $6,278-99.8% | $479-97.6% |