Filed July 8, 2010 (most recent of 4 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $205,361 | $82,523+148.9% | $115,752+77.4% | $70,126+192.8% |
| Participation rate | 39.3% | 74.0%-34.7pp | 77.8%-38.5pp | 69.5%-30.3pp |
| Annual return | 11.08% | 28.22%-17.1pp | 19.41%-8.3pp | 73.15%-62.1pp |
| Employer contribution / active EE | $4,814 | $2,758+74.5% | $3,492+37.8% | $2,343+105.5% |
| Participant deferral / active EE | $4,888 | $4,062+20.3% | $5,204-6.1% | $3,332+46.7% |
| Admin fee / account holder | $23,758 | $4,552+422.0% | $6,278+278.4% | $4,646+411.4% |