Filed March 4, 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.
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 | $57,628 | $55,002+4.8% | $59,899-3.8% | $56,289+2.4% |
| Participation rate | 35.8% | 75.9%-40.2pp | 74.7%-38.9pp | 69.9%-34.1pp |
| Annual return | -4.91% | 1.13%-6.0pp | 3.46%-8.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,723-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,402 | $3,121+9.0% | $3,4020% | $3,350+1.6% |
| Admin fee / account holder | $13 | $236-94.4% | $3,592-99.6% | $521-97.5% |