Filed February 13, 2025 (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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $42,875 | $52,293-18.0% | $178,503-76.0% | $73,412-41.6% |
| Participation rate | 49.3% | 65.3%-16.1pp | 81.9%-32.7pp | 72.2%-22.9pp |
| Annual return | 4.80% | 34.75%-30.0pp | 151.12%-146.3pp | 59.30%-54.5pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $106 | $127-16.9% | $13,987-99.2% | $158-33.0% |