Filed October 21, 2013
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 | $135,873 | $91,911+47.8% | $68,612+98.0% | $135,381+0.4% |
| Participation rate | 0.0% | 76.7%-76.7pp | 72.2%-72.2pp | 82.6%-82.6pp |
| Annual return | -12.12% | -8.22%-3.9pp | -4.63%-7.5pp | 519.81%-531.9pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,388 | $9,240-20.0% | $5,131+44.0% | $10,828-31.8% |