Filed February 13, 2023
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,287 | $64,176-77.7% | $112,263-87.3% | $66,949-78.7% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.1%+23.0pp | 69.8%+28.2pp |
| Annual return | -43.82% | -13.80%-30.0pp | 27.49%-71.3pp | 1.57%-45.4pp |
| Employer contribution / active EE | $10,038 | $3,007+233.8% | $3,636+176.1% | $2,545+294.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |