Filed December 5, 2013
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,829 | $69,305-61.3% | $82,312-67.4% | $69,634-61.5% |
| Participation rate | 68.4% | 80.3%-11.9pp | 76.9%-8.5pp | 70.7%-2.3pp |
| Annual return | 18.02% | 21.47%-3.4pp | 25.88%-7.9pp | 27572.26%-27554.2pp |
| Employer contribution / active EE | $657 | $1,887-65.2% | $2,428-72.9% | $2,032-67.7% |
| Participant deferral / active EE | $1,081 | $3,568-69.7% | $3,706-70.8% | $3,224-66.5% |
| Admin fee / account holder | $9 | $97-90.8% | $5,608-99.8% | $110-91.9% |