Filed May 29, 1997
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,277 | $43,340+154.4% | $59,899+84.1% | $64,173+71.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.50% | -1.55%+13.1pp | 3.46%+8.0pp | 7.63%+3.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,548-100.0% | $3,403-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,181 | $3,008+72.2% | $3,592+44.2% | $4,887+6.0% |