Filed December 13, 2021 (most recent of 14 filings on file)
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $135,357 | $93,182+45.3% | $146,649-7.7% | $79,395+70.5% |
| Participation rate | 0.0% | 76.4%-76.4pp | 80.1%-80.1pp | 70.7%-70.7pp |
| Annual return | 18.66% | 21.61%-2.9pp | 22.75%-4.1pp | 116.90%-98.2pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |