Filed December 31, 1992
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.
Participant contribution per participant 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 | $77,189 | $79,223-2.6% | $102,460-24.7% | $74,478+3.6% |
| Participation rate | 48.3% | 74.8%-26.4pp | 76.5%-28.2pp | 67.2%-18.9pp |
| Annual return | 21.02% | 54.98%-34.0pp | 29.47%-8.5pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $863 | $2,363-63.5% | $3,025-71.5% | $2,626-67.1% |
| Participant deferral / active EE | $1,502 | $4,417-66.0% | $5,056-70.3% | $4,350-65.5% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |