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 | $71,092 | $137,414-48.3% | $189,534-62.5% | $85,852-17.2% |
| Participation rate | 68.4% | 84.6%-16.2pp | 87.8%-19.4pp | 69.3%-0.9pp |
| Annual return | 7.46% | 38.14%-30.7pp | 555.39%-547.9pp | 318.66%-311.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $3,665 | $6,260-41.4% | $8,220-55.4% | $3,952-7.3% |
| Admin fee / account holder | $1,328 | $8,630-84.6% | $12,049-89.0% | $6,261-78.8% |