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 | $16,087 | $109,906-85.4% | $98,508-83.7% | $167,560-90.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 7.60% | 1960.61%-1953.0pp | 1495.22%-1487.6pp | 478.94%-471.3pp |
| Employer contribution / active EE | $3,262 | $3,225+1.1% | $2,961+10.2% | $4,840-32.6% |
| Participant deferral / active EE | $9,383 | $4,673+100.8% | $4,276+119.4% | $6,343+47.9% |
| Admin fee / account holder | $61,067 | $6,761+803.2% | $5,956+925.4% | $12,317+395.8% |