Filed December 1, 2015 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $42,355 | $96,381-56.1% | $140,019-69.8% | $73,367-42.3% |
| Participation rate | 68.1% | 90.1%-22.0pp | 87.5%-19.4pp | 69.5%-1.4pp |
| Annual return | -3.78% | -4.30%+0.5pp | 651.19%-655.0pp | 173.45%-177.2pp |
| Employer contribution / active EE | $5,674 | $4,168+36.1% | $5,605+1.2% | $2,499+127.1% |
| Participant deferral / active EE | $4,394 | $6,186-29.0% | $6,927-36.6% | $4,033+9.0% |
| Admin fee / account holder | $0 | $100-100.0% | $10,705-100.0% | $68-100.0% |