Filed January 12, 2000
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,083 | $37,463+65.7% | $77,113-19.5% | $66,954-7.3% |
| Participation rate | 86.2% | 52.9%+33.3pp | 67.9%+18.3pp | 69.8%+16.4pp |
| Annual return | -14.93% | -3.25%-11.7pp | 42.37%-57.3pp | 1.57%-16.5pp |
| Employer contribution / active EE | $511 | $1,535-66.7% | $2,815-81.9% | $2,545-79.9% |
| Participant deferral / active EE | $3,396 | $2,621+29.5% | $4,430-23.4% | $4,239-19.9% |
| Admin fee / account holder | $305 | $568-46.2% | $5,445-94.4% | $594-48.6% |