Filed October 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,561 | $95,640-10.5% | $76,891+11.3% | $139,500-38.7% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 4.29% | 55.03%-50.7pp | 37.91%-33.6pp | 373.99%-369.7pp |
| Employer contribution / active EE | $0 | $3,146-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,625-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $55,442 | $8,329+565.6% | $5,488+910.3% | $11,410+385.9% |