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 | $56,349 | $94,529-40.4% | $140,019-59.8% | $64,173-12.2% |
| Participation rate | 63.6% | 84.1%-20.4pp | 87.5%-23.9pp | 69.6%-5.9pp |
| Annual return | -2.13% | 7.77%-9.9pp | 651.19%-653.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,784 | $5,250-27.9% | $6,927-45.4% | $3,470+9.0% |
| Admin fee / account holder | $5,402 | $6,741-19.9% | $10,705-49.5% | $4,887+10.5% |