Filed February 28, 2024 (most recent of 3 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 | $124,163 | $61,605+101.5% | $112,273+10.6% | $75,173+65.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 18.18% | 28.47%-10.3pp | 30.23%-12.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $5,997 | $2,015+197.6% | $3,431+74.8% | $2,671+124.5% |
| Participant deferral / active EE | $4,877 | $3,108+56.9% | $4,800+1.6% | $4,126+18.2% |
| Admin fee / account holder | $2,796 | $4,862-42.5% | $7,752-63.9% | $5,651-50.5% |