Filed March 23, 2023
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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 | $93,450 | $60,795+53.7% | $69,464+34.5% | $65,185+43.4% |
| Participation rate | 39.8% | 74.9%-35.0pp | 74.6%-34.8pp | 70.2%-30.4pp |
| Annual return | 18.88% | 17.46%+1.4pp | 28.98%-10.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,828 | $2,452-25.5% | $2,779-34.2% | $2,177-16.0% |
| Participant deferral / active EE | $3,102 | $3,162-1.9% | $3,536-12.3% | $3,514-11.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |