Filed June 1, 2015 (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.
Participant 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 | $15,758 | $46,173-65.9% | $170,435-90.8% | $69,631-77.4% |
| Participation rate | 45.1% | 63.9%-18.8pp | 83.6%-38.5pp | 70.7%-25.6pp |
| Annual return | 15.92% | 21.62%-5.7pp | 205.94%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,449 | $1,610-10.0% | $5,432-73.3% | $2,032-28.7% |
| Participant deferral / active EE | $430 | $2,080-79.3% | $4,939-91.3% | $3,224-86.7% |
| Admin fee / account holder | $163 | $116+40.9% | $13,881-98.8% | $110+47.9% |