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 | $118,062 | $43,340+172.4% | $59,899+97.1% | $64,173+84.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.25% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $8,168 | $2,030+302.4% | $2,723+200.0% | $2,381+243.1% |
| Participant deferral / active EE | $0 | $2,548-100.0% | $3,403-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,605 | $3,008-13.4% | $3,592-27.5% | $4,887-46.7% |