Filed September 1, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,079 | $65,125-72.2% | $143,797-87.4% | $66,949-73.0% |
| Participation rate | 47.8% | 65.2%-17.4pp | 80.3%-32.5pp | 69.8%-22.0pp |
| Annual return | -13.00% | -11.13%-1.9pp | -0.04%-13.0pp | 1.57%-14.6pp |
| Employer contribution / active EE | $250 | $2,362-89.4% | $4,952-95.0% | $2,545-90.2% |
| Participant deferral / active EE | $1,981 | $2,920-32.2% | $5,638-64.9% | $4,239-53.3% |
| Admin fee / account holder | $93 | $503-81.6% | $14,679-99.4% | $594-84.4% |