Filed August 10, 2022 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,675 | $88,324-77.7% | $115,037-82.9% | $55,191-64.4% |
| Participation rate | 81.2% | 72.5%+8.7pp | 81.4%-0.2pp | 69.2%+12.0pp |
| Annual return | 4.00% | 6.30%-2.3pp | 26.14%-22.1pp | 10.78%-6.8pp |
| Employer contribution / active EE | $738 | $2,805-73.7% | $4,608-84.0% | $1,899-61.1% |
| Participant deferral / active EE | $5,025 | $5,042-0.3% | $6,026-16.6% | $3,046+64.9% |
| Admin fee / account holder | $11 | $105-89.4% | $8,175-99.9% | $91-87.7% |