Filed January 22, 2024 (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 | $151,505 | $146,267+3.6% | $197,124-23.1% | $82,448+83.8% |
| Participation rate | 90.2% | 84.0%+6.2pp | 86.7%+3.5pp | 68.1%+22.2pp |
| Annual return | 26.05% | 29.61%-3.6pp | 44.34%-18.3pp | 41.64%-15.6pp |
| Employer contribution / active EE | $2,329 | $4,723-50.7% | $6,227-62.6% | $2,551-8.7% |
| Participant deferral / active EE | $11,207 | $7,035+59.3% | $9,135+22.7% | $4,139+170.7% |
| Admin fee / account holder | $2,508 | $14,422-82.6% | $16,298-84.6% | $7,234-65.3% |