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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $242,873 | $110,845+119.1% | $86,645+180.3% | $167,560+44.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 71.7%-71.7pp | 82.1%-82.1pp |
| Annual return | 12.41% | 116.99%-104.6pp | 63.52%-51.1pp | 478.94%-466.5pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,617 | $8,417-9.5% | $5,830+30.6% | $12,317-38.2% |