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 | $39,389 | $53,128-25.9% | $86,593-54.5% | $70,126-43.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.16% | 27.66%-16.5pp | 965.08%-953.9pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,942 | $2,068-6.1% | $2,840-31.6% | $2,343-17.1% |
| Participant deferral / active EE | $1,711 | $2,695-36.5% | $3,609-52.6% | $3,332-48.6% |
| Admin fee / account holder | $1,524 | $3,584-57.5% | $4,904-68.9% | $4,646-67.2% |