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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,044 | $88,815-11.0% | $81,882-3.5% | $145,897-45.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 11.86% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $507 | $3,086-83.6% | $2,916-82.6% | $4,663-89.1% |
| Participant deferral / active EE | $8,964 | $4,647+92.9% | $4,323+107.3% | $6,689+34.0% |
| Admin fee / account holder | $11,099 | $8,434+31.6% | $7,360+50.8% | $13,390-17.1% |