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.
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 | $108,575 | $113,699-4.5% | $70,492+54.0% | $93,223+16.5% |
| Participation rate | 52.1% | 77.8%-25.7pp | 75.1%-23.0pp | 74.9%-22.8pp |
| Annual return | 12.80% | 14.93%-2.1pp | 109.16%-96.4pp | 19.29%-6.5pp |
| Employer contribution / active EE | $0 | $3,991-100.0% | $2,738-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $3,896 | $4,485-13.1% | $3,711+5.0% | $4,563-14.6% |
| Admin fee / account holder | $0 | $40-100.0% | $3,848-100.0% | $79-100.0% |