Filed January 23, 2023 (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 | $33,220 | $37,463-11.3% | $77,096-56.9% | $66,938-50.4% |
| Participation rate | 98.1% | 52.9%+45.1pp | 67.9%+30.2pp | 69.8%+28.3pp |
| Annual return | -16.88% | -3.25%-13.6pp | 42.35%-59.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,546 | $1,535+131.0% | $2,814+26.0% | $2,545+39.3% |
| Participant deferral / active EE | $3,654 | $2,621+39.4% | $4,429-17.5% | $4,238-13.8% |
| Admin fee / account holder | $3,647 | $568+542.1% | $5,428-32.8% | $594+514.5% |