Filed April 8, 2014 (most recent of 4 filings on file)
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.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,832 | $117,895+79.7% | $102,460+106.7% | $145,897+45.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.97% | 31.92%-21.0pp | 29.47%-18.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,996 | $3,619+10.4% | $3,025+32.1% | $4,663-14.3% |
| Participant deferral / active EE | $8,465 | $5,736+47.6% | $5,056+67.4% | $6,689+26.5% |
| Admin fee / account holder | $1,718 | $13,353-87.1% | $9,460-81.8% | $13,390-87.2% |