Filed October 24, 2023 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,027 | $65,704-48.2% | $94,229-63.9% | $59,633-42.9% |
| Participation rate | 71.0% | 72.1%-1.2pp | 78.8%-7.8pp | 68.7%+2.3pp |
| Annual return | -3.73% | 5.22%-8.9pp | 10.68%-14.4pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,996 | $2,021-1.2% | $3,587-44.3% | $2,203-9.4% |
| Participant deferral / active EE | $2,864 | $3,143-8.9% | $4,320-33.7% | $3,192-10.3% |
| Admin fee / account holder | $1,609 | $4,265-62.3% | $6,269-74.3% | $4,297-62.6% |