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 | $48,974 | $37,196+31.7% | $154,108-68.2% | $55,725-12.1% |
| Participation rate | 13.9% | 64.1%-50.2pp | 83.0%-69.2pp | 70.9%-57.0pp |
| Annual return | 12.95% | 1319.68%-1306.7pp | 735.21%-722.3pp | 244.93%-232.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,243 | $2,068-39.9% | $5,081-75.5% | $3,356-63.0% |
| Admin fee / account holder | $60 | $102-41.3% | $13,411-99.6% | $115-48.2% |