Filed April 24, 2023
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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 | $33,898 | $44,989-24.7% | $170,435-80.1% | $77,958-56.5% |
| Participation rate | 32.3% | 64.6%-32.3pp | 83.6%-51.3pp | 71.6%-39.3pp |
| Annual return | 13.80% | 19.61%-5.8pp | 205.94%-192.1pp | 20.87%-7.1pp |
| Employer contribution / active EE | $275 | $1,466-81.3% | $5,432-94.9% | $2,310-88.1% |
| Participant deferral / active EE | $1,254 | $2,208-43.2% | $4,939-74.6% | $3,537-64.5% |
| Admin fee / account holder | $0 | $69-100.0% | $13,881-100.0% | $97-100.0% |