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 | $29,264 | $64,919-54.9% | $392,568-92.5% | $65,188-55.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 78.1%+21.9pp | 70.2%+29.8pp |
| Annual return | -10.43% | 26.09%-36.5pp | 24.42%-34.9pp | 29.38%-39.8pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $10 | $634-98.5% | $6,260-99.8% | $847-98.9% |