Filed July 9, 1997
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 | $44,809 | $60,349-25.8% | $74,184-39.6% | $62,881-28.7% |
| Participation rate | 96.5% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 3.95% | 21.38%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,453 | $1,680+46.0% | $2,370+3.5% | $2,281+7.5% |
| Participant deferral / active EE | $1,431 | $2,856-49.9% | $3,550-59.7% | $3,203-55.3% |
| Admin fee / account holder | $963 | $4,261-77.4% | $5,586-82.8% | $4,296-77.6% |