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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,159 | $54,372-28.0% | $82,768-52.7% | $68,494-42.8% |
| Participation rate | 96.5% | 63.9%+32.6pp | 72.6%+23.9pp | 67.9%+28.6pp |
| Annual return | 1.73% | -13.67%+15.4pp | 702.70%-701.0pp | -7.86%+9.6pp |
| Employer contribution / active EE | $1,957 | $2,219-11.8% | $3,008-34.9% | $2,597-24.6% |
| Participant deferral / active EE | $2,350 | $3,247-27.6% | $4,395-46.5% | $4,028-41.7% |
| Admin fee / account holder | $8,889 | $4,399+102.1% | $5,326+66.9% | $5,403+64.5% |