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 | $35,461 | $60,139-41.0% | $90,468-60.8% | $79,859-55.6% |
| Participation rate | 91.0% | 65.0%+26.0pp | 72.7%+18.3pp | 69.6%+21.4pp |
| Annual return | -6.55% | 71.96%-78.5pp | 1294.94%-1301.5pp | 31.71%-38.3pp |
| Employer contribution / active EE | $1,775 | $2,069-14.2% | $3,264-45.6% | $2,471-28.2% |
| Participant deferral / active EE | $1,371 | $2,939-53.3% | $3,964-65.4% | $3,741-63.3% |
| Admin fee / account holder | $4,343 | $3,978+9.2% | $5,614-22.7% | $5,307-18.2% |