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 | $51,143 | $82,028-37.7% | $123,105-58.5% | $59,633-14.2% |
| Participation rate | 64.4% | 83.2%-18.8pp | 86.8%-22.3pp | 68.7%-4.2pp |
| Annual return | -0.47% | 5.12%-5.6pp | 13.22%-13.7pp | 2041.47%-2041.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,058 | $4,667-34.5% | $6,229-50.9% | $3,192-4.2% |
| Admin fee / account holder | $12,056 | $5,879+105.1% | $9,014+33.7% | $4,297+180.6% |