Filed May 7, 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 | $100,892 | $123,793-18.5% | $177,848-43.3% | $79,856+26.3% |
| Participation rate | 88.5% | 84.7%+3.8pp | 87.7%+0.7pp | 69.6%+18.8pp |
| Annual return | 10.77% | 22.82%-12.1pp | 48.33%-37.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,600 | $4,095-36.5% | $5,919-56.1% | $2,471+5.2% |
| Participant deferral / active EE | $4,094 | $5,956-31.3% | $7,714-46.9% | $3,741+9.4% |
| Admin fee / account holder | $2,107 | $7,243-70.9% | $12,431-83.1% | $5,306-60.3% |