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 | $37,440-11.3% | $77,081-56.9% | $66,930-50.4% |
| Participation rate | 98.1% | 52.9%+45.2pp | 67.9%+30.2pp | 69.8%+28.3pp |
| Annual return | -16.88% | -3.26%-13.6pp | 42.33%-59.2pp | 1.57%-18.5pp |
| Employer contribution / active EE | $3,546 | $1,534+131.2% | $2,813+26.1% | $2,545+39.4% |
| Participant deferral / active EE | $3,654 | $2,620+39.5% | $4,428-17.5% | $4,238-13.8% |
| Admin fee / account holder | $3,647 | $568+542.5% | $5,427-32.8% | $593+514.6% |