Filed April 28, 1998
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,313 | $146,341-94.3% | $98,920-91.6% | $93,223-91.1% |
| Participation rate | 84.2% | 89.3%-5.1pp | 76.0%+8.2pp | 74.9%+9.3pp |
| Annual return | 12.87% | 16.85%-4.0pp | 196.47%-183.6pp | 19.29%-6.4pp |
| Employer contribution / active EE | $0 | $4,823-100.0% | $2,689-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $0 | $7,126-100.0% | $4,245-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $6,643-100.0% | $79-100.0% |