Filed October 18, 2004 (most recent of 2 filings on file)
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,276 | $104,711-86.4% | $85,708-83.3% | $167,560-91.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 6.67% | 21.45%-14.8pp | 21.49%-14.8pp | 478.94%-472.3pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,922-100.0% | $6,343-100.0% |
| Admin fee / account holder | $25,006 | $10,032+149.3% | $6,876+263.6% | $12,317+103.0% |