Filed July 25, 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.)
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 | $31,237 | $91,179-65.7% | $178,499-82.5% | $79,852-60.9% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 2.92% | 24.19%-21.3pp | 151.10%-148.2pp | 31.72%-28.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,405 | $3,236-25.7% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $1,064 | $6,749-84.2% | $13,986-92.4% | $5,306-79.9% |