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 | $37,671 | $57,346-34.3% | $86,681-56.5% | $75,184-49.9% |
| Participation rate | 87.3% | 63.2%+24.1pp | 71.7%+15.6pp | 67.2%+20.1pp |
| Annual return | -0.05% | 2676.28%-2676.3pp | 593.32%-593.4pp | 160.78%-160.8pp |
| Employer contribution / active EE | $1,498 | $2,317-35.3% | $3,026-50.5% | $2,671-43.9% |
| Participant deferral / active EE | $2,151 | $3,321-35.2% | $4,440-51.6% | $4,127-47.9% |
| Admin fee / account holder | $2,323 | $4,116-43.6% | $5,620-58.7% | $5,652-58.9% |