Filed March 8, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,347,096 | $209,424+543.2% | $178,510+654.6% | $158,988+747.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.74% | 188.82%-184.1pp | 151.13%-146.4pp | 303.00%-298.3pp |
| Employer contribution / active EE | $40,029 | $5,707+601.4% | $5,011+698.8% | $4,763+740.4% |
| Participant deferral / active EE | $20,813 | $5,955+249.5% | $5,202+300.1% | $5,983+247.8% |
| Admin fee / account holder | $98,224 | $17,080+475.1% | $13,988+602.2% | $11,252+772.9% |