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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,759 | $109,303-9.6% | $69,480+42.1% | $82,204+20.1% |
| Participation rate | 49.5% | 74.9%-25.4pp | 74.6%-25.1pp | 73.4%-23.9pp |
| Annual return | 17.80% | 20.08%-2.3pp | 28.99%-11.2pp | 26.31%-8.5pp |
| Employer contribution / active EE | $0 | $5,149-100.0% | $2,780-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $3,551 | $4,210-15.6% | $3,537+0.4% | $4,246-16.4% |
| Admin fee / account holder | $0 | $29-100.0% | $3,840-100.0% | $76-100.0% |