Filed June 2, 2022 (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.
Annual investment return 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 | $39,046 | $52,967-26.3% | $172,753-77.4% | $65,186-40.1% |
| Participation rate | 52.9% | 66.2%-13.3pp | 82.6%-29.8pp | 70.2%-17.3pp |
| Annual return | 6.31% | 30.12%-23.8pp | 803.00%-796.7pp | 29.39%-23.1pp |
| Employer contribution / active EE | $548 | $2,190-75.0% | $5,144-89.3% | $2,177-74.8% |
| Participant deferral / active EE | $2,274 | $2,471-8.0% | $5,198-56.2% | $3,514-35.3% |
| Admin fee / account holder | $25 | $472-94.6% | $13,956-99.8% | $847-97.0% |