Filed September 15, 1992
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,031 | $153,769-37.5% | $133,975-28.3% | $273,973-64.9% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.1%-25.5pp | 83.0%-21.5pp |
| Annual return | 4.54% | 36.51%-32.0pp | 29.29%-24.8pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,665 | $6,958-18.6% | $6,282-9.8% | $5,287+7.1% |
| Admin fee / account holder | $9,837 | $11,765-16.4% | $9,324+5.5% | $10,133-2.9% |