Filed June 10, 2015
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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 | $74,027 | $60,989+21.4% | $60,919+21.5% | $66,949+10.6% |
| Participation rate | 67.3% | 74.5%-7.2pp | 73.1%-5.8pp | 69.8%-2.5pp |
| Annual return | -11.88% | -9.60%-2.3pp | 16.96%-28.8pp | 1.57%-13.4pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,563 | $3,615+81.6% | $3,814+72.1% | $4,239+54.8% |
| Admin fee / account holder | $6 | $338-98.3% | $3,228-99.8% | $594-99.1% |