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 | $58,848+140.6% | $88,179+60.5% | $82,637+71.3% |
| Participation rate | 96.8% | 57.9%+38.9pp | 69.1%+27.6pp | 68.1%+28.7pp |
| Annual return | 12.43% | 22.76%-10.3pp | 64.97%-52.5pp | 53.51%-41.1pp |
| Employer contribution / active EE | $10,641 | $1,678+534.0% | $2,549+317.4% | $2,552+316.9% |
| Participant deferral / active EE | $7,380 | $3,124+136.3% | $4,614+60.0% | $4,126+78.9% |
| Admin fee / account holder | $22,077 | $4,795+360.4% | $7,673+187.7% | $7,339+200.8% |