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 | $40,480 | $58,311-30.6% | $81,882-50.6% | $80,959-50.0% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.4%+24.0pp | 67.7%+28.7pp |
| Annual return | 6.72% | 41.85%-35.1pp | 779.47%-772.8pp | 35.67%-28.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,185 | $3,287+27.3% | $4,323-3.2% | $4,300-2.7% |
| Admin fee / account holder | $3,557 | $4,752-25.2% | $7,360-51.7% | $6,925-48.6% |