Filed July 4, 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.)
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 | $42,440 | $148,623-71.4% | $135,974-68.8% | $139,466-69.6% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 20.72% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,924 | $5,246-63.3% | $4,859-60.4% | $4,754-59.5% |
| Participant deferral / active EE | $5,156 | $8,103-36.4% | $7,760-33.6% | $6,712-23.2% |
| Admin fee / account holder | $2,846 | $12,406-77.1% | $10,767-73.6% | $11,409-75.1% |