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 | $48,771 | $54,763-10.9% | $90,336-46.0% | $72,977-33.2% |
| Participation rate | 95.2% | 65.2%+30.0pp | 73.3%+21.9pp | 69.5%+25.7pp |
| Annual return | 4.37% | 30.63%-26.3pp | 78.15%-73.8pp | 81.02%-76.7pp |
| Employer contribution / active EE | $1,351 | $2,093-35.5% | $2,856-52.7% | $2,440-44.7% |
| Participant deferral / active EE | $1,720 | $2,887-40.4% | $3,886-55.8% | $3,608-52.3% |
| Admin fee / account holder | $4,221 | $3,973+6.2% | $5,357-21.2% | $5,124-17.6% |