Filed August 20, 2009
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,928 | $184,000+10.8% | $162,185+25.7% | $152,914+33.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 64.42% | 150.80%-86.4pp | 115.61%-51.2pp | 345.48%-281.1pp |
| Employer contribution / active EE | $1,045 | $6,370-83.6% | $5,613-81.4% | $4,764-78.1% |
| Participant deferral / active EE | $10,882 | $8,033+35.5% | $7,297+49.1% | $5,852+86.0% |
| Admin fee / account holder | $4,838 | $13,124-63.1% | $10,844-55.4% | $11,601-58.3% |