Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $51,122 | $37,203+37.4% | $154,110-66.8% | $55,727-8.3% |
| Participation rate | 69.9% | 64.1%+5.8pp | 83.0%-13.1pp | 70.9%-1.0pp |
| Annual return | -19.02% | 1320.03%-1339.1pp | 735.22%-754.2pp | 244.94%-264.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,069-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$0 | $102-100.0% | $13,412-100.0% | $115-100.0% |