Filed March 28, 2024
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,055 | $70,002-84.2% | $115,038-90.4% | $52,331-78.9% |
| Participation rate | 79.9% | 72.1%+7.8pp | 81.4%-1.5pp | 68.1%+11.8pp |
| Annual return | 0.72% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,375 | $2,715-12.5% | $4,608-48.5% | $1,882+26.2% |
| Participant deferral / active EE | $2,792 | $4,920-43.3% | $6,026-53.7% | $3,022-7.6% |
| Admin fee / account holder | $42 | $566-92.6% | $8,175-99.5% | $592-92.9% |