Filed March 26, 2024 (most recent of 4 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,825 | $47,456-79.3% | $172,757-94.3% | $77,775-87.4% |
| Participation rate | 81.9% | 66.3%+15.7pp | 82.6%-0.7pp | 73.2%+8.7pp |
| Annual return | 0.00% | 35.57%-35.6pp | 803.06%-803.1pp | 32.58%-32.6pp |
| Employer contribution / active EE | $2,984 | $1,574+89.6% | $5,144-42.0% | $2,504+19.2% |
| Participant deferral / active EE | $4,689 | $2,560+83.2% | $5,198-9.8% | $3,966+18.2% |
| Admin fee / account holder | $1 | $81-99.4% | $13,956-100.0% | $100-99.5% |