Filed April 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 | $21,248 | $111,535-80.9% | $105,223-79.8% | $137,256-84.5% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.0%+1.1pp | 80.0%-3.8pp |
| Annual return | 34.75% | 237.85%-203.1pp | 180.65%-145.9pp | 220.34%-185.6pp |
| Employer contribution / active EE | $1,378 | $3,939-65.0% | $3,689-62.7% | $4,156-66.9% |
| Participant deferral / active EE | $4,988 | $5,500-9.3% | $5,072-1.6% | $6,407-22.1% |
| Admin fee / account holder | $1,451 | $9,721-85.1% | $8,859-83.6% | $12,270-88.2% |