Filed October 18, 2004
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 | $7,760 | $197,819-96.1% | $155,789-95.0% | $125,389-93.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.09% | 86.73%-85.6pp | 71.54%-70.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $3,034 | $4,850-37.5% | $3,839-21.0% | $4,866-37.7% |
| Participant deferral / active EE | $5,575 | $5,631-1.0% | $4,798+16.2% | $5,352+4.2% |
| Admin fee / account holder | $414 | $9,544-95.7% | $7,477-94.5% | $9,541-95.7% |