Filed May 8, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $106,153 | $111,608-4.9% | $177,848-40.3% | $73,412+44.6% |
| Participation rate | 8.2% | 87.9%-79.7pp | 87.7%-79.5pp | 72.2%-64.0pp |
| Annual return | 4.80% | 18.23%-13.4pp | 48.33%-43.5pp | 59.30%-54.5pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,431-100.0% | $158-100.0% |