Filed January 1, 2012
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.
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 | $3,932 | $105,173-96.3% | $87,102-95.5% | $77,775-94.9% |
| Participation rate | 51.6% | 85.8%-34.2pp | 76.9%-25.3pp | 73.2%-21.6pp |
| Annual return | -9.75% | 24.52%-34.3pp | 28.19%-37.9pp | 32.58%-42.3pp |
| Employer contribution / active EE | $0 | $2,890-100.0% | $2,521-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $26 | $105-75.4% | $7,493-99.7% | $100-74.3% |