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 | $155,420 | $42,913+262.2% | $60,919+155.1% | $68,494+126.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.57% | -13.99%+2.4pp | 16.98%-28.5pp | -7.86%-3.7pp |
| Employer contribution / active EE | $8,460 | $1,979+327.5% | $2,704+212.9% | $2,597+225.8% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,198 | $3,103+196.4% | $3,226+185.1% | $5,403+70.2% |