Filed December 1, 2016 (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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,201 | $67,372-43.3% | $60,906-37.3% | $134,532-71.6% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.1%-37.8pp | 81.2%-45.9pp |
| Annual return | -10.96% | 50.05%-61.0pp | 16.94%-27.9pp | 418.27%-429.2pp |
| Employer contribution / active EE | $5,616 | $3,099+81.2% | $2,703+107.7% | $4,741+18.4% |
| Participant deferral / active EE | $5,632 | $4,532+24.3% | $3,814+47.7% | $6,401-12.0% |
| Admin fee / account holder | $107 | $4,588-97.7% | $3,227-96.7% | $11,429-99.1% |