Filed April 8, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,934 | $46,173-13.5% | $170,435-76.6% | $69,631-42.6% |
| Participation rate | 14.6% | 63.9%-49.3pp | 83.6%-69.0pp | 70.7%-56.1pp |
| Annual return | 19.13% | 21.62%-2.5pp | 205.94%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,149 | $2,080-44.8% | $4,939-76.7% | $3,224-64.4% |
| Admin fee / account holder | $50 | $116-56.8% | $13,881-99.6% | $110-54.6% |