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 | $35,265 | $48,078-26.7% | $78,677-55.2% | $62,881-43.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -2.38% | 31.36%-33.7pp | 62.19%-64.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,827 | $2,015-9.3% | $2,850-35.9% | $2,281-19.9% |
| Participant deferral / active EE | $1,366 | $2,587-47.2% | $3,517-61.2% | $3,203-57.4% |
| Admin fee / account holder | $3,928 | $3,206+22.5% | $4,510-12.9% | $4,296-8.6% |