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 | $50,349 | $46,596+8.1% | $64,099-21.5% | $75,181-33.0% |
| Participation rate | 98.1% | 65.9%+32.2pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 14.46% | 26.04%-11.6pp | 33.70%-19.2pp | 160.69%-146.2pp |
| Employer contribution / active EE | $3,312 | $1,975+67.7% | $2,748+20.5% | $2,671+24.0% |
| Participant deferral / active EE | $4,066 | $2,837+43.3% | $3,881+4.7% | $4,126-1.5% |
| Admin fee / account holder | $1,694 | $2,954-42.6% | $3,070-44.8% | $5,650-70.0% |