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 | $63,751 | $106,864-40.3% | $147,318-56.7% | $82,637-22.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.78% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,759 | $3,417-48.5% | $4,593-61.7% | $2,552-31.1% |
| Participant deferral / active EE | $5,816 | $6,496-10.5% | $7,906-26.4% | $4,126+41.0% |
| Admin fee / account holder | $3,549 | $8,415-57.8% | $13,708-74.1% | $7,339-51.6% |