Filed August 1, 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 | $16,717 | $40,263-58.5% | $57,347-70.8% | $59,632-72.0% |
| Participation rate | 95.3% | 69.2%+26.2pp | 75.1%+20.3pp | 68.7%+26.7pp |
| Annual return | 0.15% | 27.50%-27.4pp | 24.40%-24.3pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $2,236 | $1,922+16.3% | $2,689-16.8% | $2,203+1.5% |
| Participant deferral / active EE | $3,409 | $2,400+42.0% | $3,162+7.8% | $3,192+6.8% |
| Admin fee / account holder | $743 | $2,819-73.6% | $3,356-77.9% | $4,297-82.7% |