Filed April 2, 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 | $143,858 | $146,267-1.6% | $197,124-27.0% | $82,448+74.5% |
| Participation rate | 96.6% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.5pp |
| Annual return | 12.00% | 29.61%-17.6pp | 44.34%-32.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $5,164 | $4,723+9.3% | $6,227-17.1% | $2,551+102.4% |
| Participant deferral / active EE | $6,461 | $7,035-8.2% | $9,135-29.3% | $4,139+56.1% |
| Admin fee / account holder | $10,258 | $14,422-28.9% | $16,298-37.1% | $7,234+41.8% |