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.)
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 | $108,376 | $90,745+19.4% | $130,231-16.8% | $75,181+44.2% |
| Participation rate | 93.5% | 71.1%+22.5pp | 76.3%+17.3pp | 67.2%+26.4pp |
| Annual return | 16.91% | 34.45%-17.5pp | 38.77%-21.9pp | 160.69%-143.8pp |
| Employer contribution / active EE | $2,684 | $3,314-19.0% | $4,126-34.9% | $2,671+0.5% |
| Participant deferral / active EE | $5,950 | $5,362+11.0% | $6,799-12.5% | $4,126+44.2% |
| Admin fee / account holder | $11,060 | $6,331+74.7% | $6,020+83.7% | $5,650+95.8% |