Filed April 16, 2008 (most recent of 4 filings on file)
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.
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 | $41,049 | $81,948-49.9% | $90,767-54.8% | $64,829-36.7% |
| Participation rate | 43.2% | 80.5%-37.2pp | 75.7%-32.5pp | 71.5%-28.3pp |
| Annual return | -20.11% | -12.53%-7.6pp | -12.16%-8.0pp | 32.85%-53.0pp |
| Employer contribution / active EE | $0 | $3,067-100.0% | $2,922-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,312-100.0% |
| Admin fee / account holder | $1 | $157-99.3% | $8,445-100.0% | $188-99.4% |