Filed August 9, 2017 (most recent of 15 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 | $86,464 | $91,937-6.0% | $59,899+44.4% | $68,904+25.5% |
| Participation rate | 49.2% | 74.4%-25.2pp | 74.7%-25.5pp | 74.1%-24.9pp |
| Annual return | -1.89% | -3.10%+1.2pp | 3.46%-5.3pp | 1.07%-3.0pp |
| Employer contribution / active EE | $0 | $4,347-100.0% | $2,723-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $3,422 | $3,817-10.3% | $3,403+0.6% | $4,015-14.8% |
| Admin fee / account holder | $1 | $27-97.8% | $3,592-100.0% | $71-99.2% |