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 | $19,936 | $62,928-68.3% | $172,753-88.5% | $67,582-70.5% |
| Participation rate | 61.5% | 64.5%-3.0pp | 82.6%-21.2pp | 71.3%-9.8pp |
| Annual return | 19.91% | 30.36%-10.4pp | 803.00%-783.1pp | 378.57%-358.7pp |
| Employer contribution / active EE | $2,068 | $1,636+26.4% | $5,144-59.8% | $2,148-3.7% |
| Participant deferral / active EE | $561 | $2,145-73.9% | $5,198-89.2% | $3,539-84.2% |
| Admin fee / account holder | $237 | $167+42.5% | $13,956-98.3% | $142+66.9% |