Filed June 3, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,370 | $88,686-25.2% | $130,070-49.0% | $96,393-31.1% |
| Participation rate | 61.3% | 78.8%-17.6pp | 78.5%-17.2pp | 71.3%-10.0pp |
| Annual return | 14.55% | 17.57%-3.0pp | -137.40%+151.9pp | 22.88%-8.3pp |
| Employer contribution / active EE | $1,137 | $2,843-60.0% | $4,322-73.7% | $3,239-64.9% |
| Participant deferral / active EE | $3,396 | $4,908-30.8% | $5,821-41.7% | $5,455-37.8% |
| Admin fee / account holder | $34 | $60-42.4% | $10,600-99.7% | $74-53.4% |