Filed March 19, 2024 (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.)
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 | $141,560 | $57,590+145.8% | $86,233+64.2% | $82,448+71.7% |
| Participation rate | 96.8% | 57.9%+38.9pp | 69.0%+27.8pp | 68.1%+28.7pp |
| Annual return | 12.43% | 22.41%-10.0pp | 61.39%-49.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $10,641 | $1,655+542.8% | $2,504+324.9% | $2,551+317.1% |
| Participant deferral / active EE | $7,380 | $3,080+139.6% | $4,559+61.9% | $4,139+78.3% |
| Admin fee / account holder | $22,077 | $4,730+366.7% | $8,342+164.6% | $7,234+205.2% |