Filed September 4, 2015 (most recent of 4 filings on file)
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.)
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 | $16,825 | $104,711-83.9% | $85,708-80.4% | $167,560-90.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.05% | 21.45%-9.4pp | 21.49%-9.4pp | 478.94%-466.9pp |
| Employer contribution / active EE | $14,620 | $3,337+338.1% | $2,618+458.4% | $4,840+202.1% |
| Participant deferral / active EE | $23,701 | $4,824+391.3% | $3,922+504.2% | $6,343+273.7% |
| Admin fee / account holder | $12,502 | $10,032+24.6% | $6,876+81.8% | $12,317+1.5% |