Filed October 3, 2013
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,708 | $92,774+71.1% | $82,768+91.8% | $134,554+18.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.76% | 947.38%-967.1pp | 702.70%-722.5pp | 418.46%-438.2pp |
| Employer contribution / active EE | $4,305 | $3,272+31.5% | $3,008+43.1% | $4,742-9.2% |
| Participant deferral / active EE | $7,293 | $4,802+51.9% | $4,395+65.9% | $6,401+13.9% |
| Admin fee / account holder | $536 | $5,979-91.0% | $5,326-89.9% | $11,430-95.3% |