Filed January 2, 2025 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $58,372 | $55,453+5.3% | $170,435-65.8% | $62,293-6.3% |
| Participation rate | 62.6% | 66.4%-3.8pp | 83.6%-21.0pp | 69.5%-6.9pp |
| Annual return | 17.49% | 21.38%-3.9pp | 205.94%-188.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,855 | $2,164+31.9% | $5,432-47.4% | $2,042+39.8% |
| Participant deferral / active EE | $6,147 | $2,303+166.9% | $4,939+24.4% | $3,169+94.0% |
| Admin fee / account holder | $13 | $455-97.1% | $13,881-99.9% | $479-97.2% |