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 | $57,150 | $109,359-47.7% | $162,185-64.8% | $72,977-21.7% |
| Participation rate | 62.8% | 84.3%-21.5pp | 87.6%-24.8pp | 69.5%-6.7pp |
| Annual return | 10.31% | 25.46%-15.1pp | 115.61%-105.3pp | 81.02%-70.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,477 | $5,481-36.6% | $7,297-52.3% | $3,608-3.6% |
| Admin fee / account holder | $8,466 | $7,972+6.2% | $10,844-21.9% | $5,124+65.2% |