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.)
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 | $55,278 | $78,707-29.8% | $117,861-53.1% | $70,126-21.2% |
| Participation rate | 79.4% | 73.2%+6.2pp | 79.7%-0.3pp | 69.5%+9.8pp |
| Annual return | 42.92% | 23.30%+19.6pp | 335.11%-292.2pp | 73.15%-30.2pp |
| Employer contribution / active EE | $2,261 | $2,223+1.7% | $3,786-40.3% | $2,343-3.5% |
| Participant deferral / active EE | $3,196 | $3,297-3.1% | $4,482-28.7% | $3,332-4.1% |
| Admin fee / account holder | $1,310 | $5,066-74.1% | $8,021-83.7% | $4,645-71.8% |