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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,654 | $54,763-55.0% | $90,336-72.7% | $72,977-66.2% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 9.78% | 30.63%-20.8pp | 78.15%-68.4pp | 81.02%-71.2pp |
| Employer contribution / active EE | $495 | $2,093-76.3% | $2,856-82.7% | $2,440-79.7% |
| Participant deferral / active EE | $1,425 | $2,887-50.6% | $3,886-63.3% | $3,608-60.5% |
| Admin fee / account holder | $2,616 | $3,973-34.2% | $5,357-51.2% | $5,124-48.9% |