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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,686 | $154,545-33.6% | $130,298-21.2% | $139,500-26.4% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.3%+3.7pp | 80.3%-0.3pp |
| Annual return | 17.72% | 30.59%-12.9pp | 38.90%-21.2pp | 373.99%-356.3pp |
| Employer contribution / active EE | $1,866 | $5,175-63.9% | $4,128-54.8% | $4,755-60.7% |
| Participant deferral / active EE | $8,333 | $8,483-1.8% | $6,790+22.7% | $6,713+24.1% |
| Admin fee / account holder | $607 | $9,230-93.4% | $6,025-89.9% | $11,410-94.7% |