Filed June 29, 2007 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,023 | $103,394-87.4% | $87,102-85.0% | $152,914-91.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.72% | 28.10%-2.4pp | 28.19%-2.5pp | 345.48%-319.8pp |
| Employer contribution / active EE | $3,209 | $3,221-0.4% | $2,521+27.3% | $4,764-32.6% |
| Participant deferral / active EE | $1,786 | $4,778-62.6% | $4,048-55.9% | $5,852-69.5% |
| Admin fee / account holder | $480 | $12,198-96.1% | $7,493-93.6% | $11,601-95.9% |