Filed June 23, 2014
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,962 | $167,510-76.7% | $151,634-74.3% | $134,554-71.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -16.82% | 7.81%-24.6pp | 3.32%-20.1pp | 418.46%-435.3pp |
| Employer contribution / active EE | $1,639 | $6,828-76.0% | $6,165-73.4% | $4,742-65.4% |
| Participant deferral / active EE | $4,158 | $8,985-53.7% | $8,363-50.3% | $6,401-35.0% |
| Admin fee / account holder | $6,649 | $13,781-51.7% | $11,614-42.7% | $11,430-41.8% |