Filed August 1, 2006
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,723 | $48,078-65.2% | $78,677-78.7% | $62,881-73.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.08% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $502 | $2,015-75.1% | $2,850-82.4% | $2,281-78.0% |
| Participant deferral / active EE | $1,592 | $2,587-38.5% | $3,517-54.7% | $3,203-50.3% |
| Admin fee / account holder | $1,931 | $3,206-39.8% | $4,510-57.2% | $4,296-55.0% |