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 | $126,071 | $160,059-21.2% | $140,019-10.0% | $135,381-6.9% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.5%-26.0pp | 82.6%-21.1pp |
| Annual return | -4.43% | 911.51%-915.9pp | 651.19%-655.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,437 | $7,641+10.4% | $6,927+21.8% | $5,609+50.4% |
| Admin fee / account holder | $27,961 | $13,328+109.8% | $10,705+161.2% | $10,828+158.2% |