Filed May 17, 2016 (most recent of 5 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $88,180 | $95,542-7.7% | $69,483+26.9% | $67,582+30.5% |
| Participation rate | 54.6% | 79.4%-24.7pp | 74.6%-20.0pp | 71.3%-16.7pp |
| Annual return | 18.34% | 17.67%+0.7pp | 28.99%-10.6pp | 378.57%-360.2pp |
| Employer contribution / active EE | $1,772 | $2,989-40.7% | $2,780-36.3% | $2,148-17.5% |
| Participant deferral / active EE | $2,121 | $3,263-35.0% | $3,537-40.0% | $3,539-40.1% |
| Admin fee / account holder | $9 | $90-90.5% | $3,841-99.8% | $142-94.0% |