Filed March 31, 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.
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 | $98,021 | $86,791+12.9% | $115,038-14.8% | $59,188+65.6% |
| Participation rate | 53.4% | 72.8%-19.5pp | 81.4%-28.0pp | 69.4%-16.1pp |
| Annual return | 0.12% | 4.44%-4.3pp | 26.14%-26.0pp | 5.51%-5.4pp |
| Employer contribution / active EE | $1,264 | $2,950-57.1% | $4,608-72.6% | $2,098-39.7% |
| Participant deferral / active EE | $3,454 | $5,298-34.8% | $6,026-42.7% | $3,265+5.8% |
| Admin fee / account holder | $225 | $95+136.6% | $8,175-97.3% | $92+143.6% |