Filed May 21, 2024 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $223,170 | $157,296+41.9% | $141,191+58.1% | $152,897+46.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.96% | 64.34%-53.4pp | 71.41%-60.4pp | 345.43%-334.5pp |
| Employer contribution / active EE | $10,150 | $5,262+92.9% | $4,736+114.3% | $4,764+113.1% |
| Participant deferral / active EE | $6,934 | $7,111-2.5% | $6,710+3.3% | $5,851+18.5% |
| Admin fee / account holder | $4,476 | $12,125-63.1% | $10,264-56.4% | $11,599-61.4% |