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 | $60,665 | $60,989-0.5% | $60,919-0.4% | $66,949-9.4% |
| Participation rate | 41.9% | 74.5%-32.6pp | 73.1%-31.2pp | 69.8%-27.9pp |
| Annual return | -8.20% | -9.60%+1.4pp | 16.96%-25.2pp | 1.57%-9.8pp |
| Employer contribution / active EE | $943 | $2,661-64.5% | $2,704-65.1% | $2,545-62.9% |
| Participant deferral / active EE | $1,669 | $3,615-53.8% | $3,814-56.2% | $4,239-60.6% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |