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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,921 | $49,177-53.4% | $79,472-71.2% | $64,173-64.3% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.6%-0.3pp |
| Annual return | -0.94% | -1.16%+0.2pp | 718.32%-719.3pp | 7.63%-8.6pp |
| Employer contribution / active EE | $442 | $2,076-78.7% | $2,801-84.2% | $2,381-81.5% |
| Participant deferral / active EE | $1,270 | $2,821-55.0% | $3,704-65.7% | $3,470-63.4% |
| Admin fee / account holder | $1,638 | $3,839-57.3% | $5,104-67.9% | $4,887-66.5% |