Filed May 19, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,590 | $74,706-1.5% | $75,714-2.8% | $79,391-7.3% |
| Participation rate | 57.0% | 75.3%-18.3pp | 74.8%-17.8pp | 70.7%-13.7pp |
| Annual return | 21.94% | 18.52%+3.4pp | 104.62%-82.7pp | 116.88%-94.9pp |
| Employer contribution / active EE | $1,560 | $2,590-39.8% | $2,744-43.1% | $2,428-35.7% |
| Participant deferral / active EE | $2,354 | $3,533-33.4% | $3,820-38.4% | $4,046-41.8% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |