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 | $115,628 | $171,867-32.7% | $149,721-22.8% | $147,587-21.7% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 17.18% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.60%-561.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,039 | $7,270+10.6% | $6,568+22.4% | $5,439+47.8% |
| Admin fee / account holder | $9,679 | $13,799-29.9% | $11,282-14.2% | $10,886-11.1% |