Filed February 20, 2024
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,293 | $79,438-85.8% | $106,555-89.4% | $79,391-85.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 120.36% | 18.27%+102.1pp | 26.80%+93.6pp | 116.88%+3.5pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,399-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $627-100.0% |