Filed July 27, 2006
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 | $26,592 | $82,093-67.6% | $379,746-93.0% | $73,415-63.8% |
| Participation rate | 30.6% | 76.8%-46.2pp | 78.4%-47.9pp | 72.2%-41.6pp |
| Annual return | 22.40% | 18.89%+3.5pp | 34.90%-12.5pp | 59.30%-36.9pp |
| Employer contribution / active EE | $798 | $2,847-72.0% | $3,540-77.5% | $2,234-64.3% |
| Participant deferral / active EE | $960 | $4,697-79.6% | $6,024-84.1% | $3,806-74.8% |
| Admin fee / account holder | $17 | $128-86.6% | $7,927-99.8% | $158-89.2% |