Filed March 29, 2005 (most recent of 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,922 | $75,828-93.5% | $67,652-92.7% | - |
| Participation rate | 0.0% | 68.4%-68.4pp | 75.7%-75.7pp | - |
| Annual return | -1.26% | -0.25%-1.0pp | 6625.40%-6626.7pp | - |
| Employer contribution / active EE | $0 | $1,407-100.0% | $2,266-100.0% | - |
| Participant deferral / active EE | $0 | $2,505-100.0% | $3,560-100.0% | - |
| Admin fee / account holder | $1,339 | $8,125-83.5% | $4,821-72.2% | - |