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 | $25,521 | $60,139-57.6% | $90,468-71.8% | $79,859-68.0% |
| Participation rate | 72.1% | 65.0%+7.1pp | 72.7%-0.6pp | 69.6%+2.5pp |
| Annual return | 9.11% | 71.96%-62.9pp | 1294.94%-1285.8pp | 31.71%-22.6pp |
| Employer contribution / active EE | $638 | $2,069-69.2% | $3,264-80.5% | $2,471-74.2% |
| Participant deferral / active EE | $1,833 | $2,939-37.6% | $3,964-53.7% | $3,741-51.0% |
| Admin fee / account holder | $3,740 | $3,978-6.0% | $5,614-33.4% | $5,307-29.5% |