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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,858 | $100,060-42.2% | $149,721-61.4% | $70,126-17.5% |
| Participation rate | 63.6% | 83.6%-19.9pp | 87.1%-23.4pp | 69.5%-5.9pp |
| Annual return | 10.52% | 27.46%-16.9pp | 1501.67%-1491.2pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,183 | $4,982-36.1% | $6,568-51.5% | $3,332-4.5% |
| Admin fee / account holder | $425 | $8,285-94.9% | $11,282-96.2% | $4,646-90.8% |