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 | $38,467 | $57,976-33.6% | $63,018-39.0% | $62,293-38.2% |
| Participation rate | 90.5% | 75.9%+14.5pp | 74.8%+15.7pp | 69.5%+21.0pp |
| Annual return | 12.58% | 17.54%-5.0pp | 87.62%-75.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $2,266 | $2,415-6.2% | $2,761-17.9% | $2,042+10.9% |
| Participant deferral / active EE | $2,547 | $2,956-13.8% | $3,330-23.5% | $3,169-19.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |