Filed May 17, 2024 (most recent of 9 filings on file)
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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 | $142,725 | $70,083+103.7% | $59,883+138.3% | $55,725+156.1% |
| Participation rate | 34.2% | 78.4%-44.2pp | 74.7%-40.5pp | 70.9%-36.7pp |
| Annual return | -2.28% | 3.13%-5.4pp | 3.46%-5.7pp | 244.93%-247.2pp |
| Employer contribution / active EE | $6,444 | $2,878+123.9% | $2,722+136.7% | $2,078+210.1% |
| Participant deferral / active EE | $4,852 | $3,079+57.6% | $3,402+42.6% | $3,356+44.6% |
| Admin fee / account holder | $8 | $70-89.1% | $3,591-99.8% | $115-93.3% |