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 | $120,455 | $67,385+78.8% | $60,919+97.7% | $134,554-10.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.92% | 50.13%-63.1pp | 16.98%-29.9pp | 418.46%-431.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,351 | $4,587+452.6% | $3,226+685.8% | $11,430+121.8% |