Filed March 31, 2022 (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.)
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 | $103,806 | $76,367+35.9% | $93,614+10.9% | $72,983+42.2% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | 25.38% | 25.82%-0.4pp | 32.76%-7.4pp | 81.01%-55.6pp |
| Employer contribution / active EE | $3,383 | $2,275+48.7% | $2,718+24.5% | $2,440+38.7% |
| Participant deferral / active EE | $7,070 | $3,538+99.8% | $4,069+73.8% | $3,608+96.0% |
| Admin fee / account holder | $1,283 | $6,838-81.2% | $7,889-83.7% | $5,124-75.0% |