Filed October 22, 2008
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,415 | $40,271+134.4% | $57,357+64.6% | $59,633+58.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.42% | 27.53%-26.1pp | 24.41%-23.0pp | 2041.47%-2040.1pp |
| Employer contribution / active EE | $7,979 | $1,922+315.2% | $2,689+196.7% | $2,203+262.2% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,584 | $2,821-43.9% | $3,357-52.8% | $4,297-63.1% |