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 | $29,569 | $76,401-61.3% | $106,387-72.2% | $64,173-53.9% |
| Participation rate | 77.5% | 73.5%+4.0pp | 77.5%0pp | 69.6%+7.9pp |
| Annual return | -7.87% | -2.19%-5.7pp | 0.25%-8.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,384 | $2,680-11.0% | $3,520-32.3% | $2,381+0.1% |
| Participant deferral / active EE | $3,300 | $4,274-22.8% | $5,421-39.1% | $3,470-4.9% |
| Admin fee / account holder | $693 | $4,610-85.0% | $7,510-90.8% | $4,887-85.8% |