Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,856 | $113,338-97.5% | $94,993-97.0% | $147,587-98.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.49% | 20.80%-5.3pp | 27.14%-11.7pp | 578.60%-563.1pp |
| Employer contribution / active EE | $18,162 | $3,160+474.7% | $2,603+597.6% | $4,876+272.4% |
| Participant deferral / active EE | $14,654 | $3,777+288.0% | $3,317+341.8% | $5,439+169.4% |
| Admin fee / account holder | $28 | $6,063-99.5% | $4,960-99.4% | $10,886-99.7% |