Filed December 8, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,565 | $65,376-86.9% | $87,102-90.2% | $65,185-86.9% |
| Participation rate | 70.7% | 75.3%-4.6pp | 76.9%-6.1pp | 70.2%+0.5pp |
| Annual return | 22.91% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,142 | $1,822-37.3% | $2,521-54.7% | $2,177-47.5% |
| Participant deferral / active EE | $1,527 | $3,388-54.9% | $4,048-62.3% | $3,514-56.5% |
| Admin fee / account holder | $7 | $520-98.6% | $7,491-99.9% | $847-99.1% |