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 | $45,374 | $58,895-23.0% | $178,503-74.6% | $73,497-38.3% |
| Participation rate | 49.6% | 66.2%-16.7pp | 81.9%-32.4pp | 70.7%-21.1pp |
| Annual return | 3.87% | 24.86%-21.0pp | 151.12%-147.2pp | 28.51%-24.6pp |
| Employer contribution / active EE | $479 | $2,236-78.6% | $5,011-90.4% | $2,270-78.9% |
| Participant deferral / active EE | $2,224 | $2,567-13.4% | $5,202-57.3% | $3,740-40.5% |
| Admin fee / account holder | $27 | $400-93.2% | $13,987-99.8% | $513-94.7% |