Filed June 5, 2023 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $182,695 | $109,905+66.2% | $98,506+85.5% | $167,553+9.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.95% | 1960.20%-1949.3pp | 1494.92%-1484.0pp | 478.89%-467.9pp |
| Employer contribution / active EE | $20,772 | $3,226+543.9% | $2,961+601.5% | $4,840+329.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $893 | $6,760-86.8% | $5,955-85.0% | $12,316-92.8% |