Filed October 25, 2023 (most recent of 3 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 | $46,329 | $39,132+18.4% | $57,196-19.0% | $62,881-26.3% |
| Participation rate | 73.9% | 70.5%+3.4pp | 75.3%-1.4pp | 69.3%+4.6pp |
| Annual return | 4.51% | 9.24%-4.7pp | 14.59%-10.1pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,668 | $1,874+42.4% | $2,683-0.6% | $2,281+17.0% |
| Participant deferral / active EE | $3,534 | $2,374+48.8% | $3,096+14.1% | $3,203+10.3% |
| Admin fee / account holder | $4,084 | $2,594+57.5% | $3,141+30.0% | $4,296-4.9% |