Filed December 1, 2003 (most recent of 2 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,063 | $136,310-98.5% | $98,462-97.9% | $103,657-98.0% |
| Participation rate | 59.5% | 89.2%-29.7pp | 75.2%-15.7pp | 73.4%-13.9pp |
| Annual return | 24.86% | 19.67%+5.2pp | 21.20%+3.7pp | 33.13%-8.3pp |
| Employer contribution / active EE | $0 | $4,714-100.0% | $3,049-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $0 | $7,358-100.0% | $4,738-100.0% | $5,218-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $8,875-100.0% | $114-100.0% |