Filed March 13, 1
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 | $48,589 | $167,510-71.0% | $151,634-68.0% | $134,554-63.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.34% | 7.81%-27.1pp | 3.32%-22.7pp | 418.46%-437.8pp |
| Employer contribution / active EE | $5,378 | $6,828-21.2% | $6,165-12.8% | $4,742+13.4% |
| Participant deferral / active EE | $4,092 | $8,985-54.5% | $8,363-51.1% | $6,401-36.1% |
| Admin fee / account holder | $438 | $13,781-96.8% | $11,614-96.2% | $11,430-96.2% |