Filed May 10, 2018 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $51,769-100.0% | $57,356-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 75.1%-75.1pp | 68.1%-68.1pp |
| Annual return | 83.13% | 2.43%+80.7pp | 24.41%+58.7pp | 4.54%+78.6pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,183 | $2,794+13.9% | $3,162+0.7% | $3,022+5.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |