Filed November 17, 2017 (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.
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 | $16,014 | $47,634-66.4% | $90,461-82.3% | $90,274-82.3% |
| Participation rate | 13.8% | 67.5%-53.7pp | 72.7%-58.9pp | 73.4%-59.6pp |
| Annual return | 16.55% | 19.61%-3.1pp | 1294.76%-1278.2pp | 53.97%-37.4pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,264-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $254 | $2,824-91.0% | $3,964-93.6% | $4,231-94.0% |
| Admin fee / account holder | $15 | $106-85.8% | $5,617-99.7% | $114-86.8% |