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 | $245,608 | $148,623+65.3% | $135,974+80.6% | $139,466+76.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.50% | 79.30%-74.8pp | 68.30%-63.8pp | 373.66%-369.2pp |
| Employer contribution / active EE | $12,841 | $5,246+144.8% | $4,859+164.3% | $4,754+170.1% |
| Participant deferral / active EE | $11,481 | $8,103+41.7% | $7,760+47.9% | $6,712+71.0% |
| Admin fee / account holder | $7,248 | $12,406-41.6% | $10,767-32.7% | $11,409-36.5% |