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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,264 | $53,128-58.1% | $86,593-74.3% | $70,126-68.3% |
| Participation rate | 77.1% | 65.3%+11.8pp | 73.5%+3.5pp | 69.5%+7.5pp |
| Annual return | 7.44% | 27.66%-20.2pp | 965.08%-957.6pp | 73.15%-65.7pp |
| Employer contribution / active EE | $304 | $2,068-85.3% | $2,840-89.3% | $2,343-87.0% |
| Participant deferral / active EE | $1,200 | $2,695-55.5% | $3,609-66.7% | $3,332-64.0% |
| Admin fee / account holder | $698 | $3,584-80.5% | $4,904-85.8% | $4,646-85.0% |