Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 18.52% | 15.15%+3.4pp | 10.57%+7.9pp | 11.45%+7.1pp |
| Employer contribution / active EE | $0 | $16,781-100.0% | $29,483-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |