Filed January 5, 2023 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,324 | $67,602+52.8% | $82,312+25.5% | $70,126+47.3% |
| Participation rate | 80.4% | 72.8%+7.6pp | 76.9%+3.5pp | 69.5%+10.9pp |
| Annual return | 19.42% | 21.57%-2.2pp | 25.88%-6.5pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,479 | $1,755+41.2% | $2,428+2.1% | $2,343+5.8% |
| Participant deferral / active EE | $5,520 | $2,987+84.8% | $3,706+48.9% | $3,332+65.7% |
| Admin fee / account holder | $5,622 | $4,512+24.6% | $5,608+0.3% | $4,645+21.0% |