Filed February 15, 2023
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,836 | $39,132-8.4% | $57,196-37.3% | $62,881-43.0% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.6pp | 69.3%+19.6pp |
| Annual return | 7.08% | 9.24%-2.2pp | 14.59%-7.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,686 | $1,874+43.3% | $2,683+0.1% | $2,281+17.7% |
| Participant deferral / active EE | $2,721 | $2,374+14.6% | $3,096-12.1% | $3,203-15.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |