Filed January 25, 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.)
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 | $52,244 | $94,529-44.7% | $140,019-62.7% | $64,181-18.6% |
| Participation rate | 96.6% | 84.1%+12.5pp | 87.5%+9.1pp | 69.6%+27.0pp |
| Annual return | -8.39% | 7.77%-16.2pp | 651.15%-659.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,064 | $3,812-19.6% | $5,605-45.3% | $2,381+28.7% |
| Participant deferral / active EE | $5,039 | $5,250-4.0% | $6,927-27.2% | $3,470+45.2% |
| Admin fee / account holder | $786 | $6,741-88.3% | $10,705-92.7% | $4,887-83.9% |