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 | $64,352 | $123,793-48.0% | $177,839-63.8% | $79,859-19.4% |
| Participation rate | 64.1% | 84.7%-20.6pp | 87.7%-23.6pp | 69.6%-5.5pp |
| Annual return | 9.83% | 22.82%-13.0pp | 48.33%-38.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,343 | $5,956-43.9% | $7,714-56.7% | $3,741-10.6% |
| Admin fee / account holder | $1,463 | $7,243-79.8% | $12,432-88.2% | $5,307-72.4% |