Filed March 9, 2023 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,493 | $38,969-70.5% | $109,313-89.5% | $55,167-79.2% |
| Participation rate | 67.0% | 58.2%+8.7pp | 71.3%-4.3pp | 69.0%-2.0pp |
| Annual return | 4.87% | 8.26%-3.4pp | 22.07%-17.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $1,385 | $1,227+12.9% | $3,892-64.4% | $1,963-29.4% |
| Participant deferral / active EE | $1,772 | $2,176-18.6% | $3,166-44.0% | $3,054-42.0% |
| Admin fee / account holder | $45 | $501-91.0% | $5,666-99.2% | $504-91.1% |