Filed December 1, 2021
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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.
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 | $15,314 | $45,152-66.1% | $73,835-79.3% | $59,633-74.3% |
| Participation rate | 65.3% | 64.0%+1.3pp | 73.4%-8.1pp | 68.7%-3.4pp |
| Annual return | -2.66% | 27.40%-30.1pp | 2268.13%-2270.8pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $2,110 | $1,901+11.0% | $2,788-24.3% | $2,203-4.2% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |