Filed January 22, 2024 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,341 | $140,592-74.9% | $123,105-71.3% | $125,389-71.8% |
| Participation rate | 95.0% | 88.2%+6.8pp | 86.8%+8.2pp | 83.2%+11.8pp |
| Annual return | -0.34% | 16.80%-17.1pp | 13.22%-13.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $722 | $6,041-88.0% | $5,151-86.0% | $4,866-85.2% |
| Participant deferral / active EE | $8,346 | $6,980+19.6% | $6,229+34.0% | $5,352+56.0% |
| Admin fee / account holder | $1,367 | $11,198-87.8% | $9,014-84.8% | $9,541-85.7% |