Filed May 23, 2006
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,407 | $105,166-69.2% | $94,677-65.8% | $139,500-76.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | -128.11% | 38.15%-166.3pp | 156.95%-285.1pp | 373.99%-502.1pp |
| Employer contribution / active EE | $43,458 | $4,108+958.0% | $3,673+1083.1% | $4,755+813.9% |
| Participant deferral / active EE | $91,735 | $7,600+1107.1% | $7,418+1136.7% | $6,713+1266.5% |
| Admin fee / account holder | $2,571 | $8,973-71.3% | $7,222-64.4% | $11,410-77.5% |