Filed May 18, 2005
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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,915 | $132,634-71.4% | $115,768-67.2% | $137,256-72.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 14.40% | 160.70%-146.3pp | 100.46%-86.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $566 | $3,360-83.2% | $2,940-80.8% | $4,156-86.4% |
| Participant deferral / active EE | $3,732 | $5,619-33.6% | $4,917-24.1% | $6,407-41.7% |
| Admin fee / account holder | $7,409 | $15,028-50.7% | $12,439-40.4% | $12,270-39.6% |