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 | $145,431+4.2% | $211,142-28.2% | $87,485+73.2% |
| Participation rate | 90.2% | 84.7%+5.5pp | 87.3%+3.0pp | 68.9%+21.3pp |
| Annual return | 26.05% | 27.21%-1.2pp | 46.84%-20.8pp | 26.06%0pp |
| Employer contribution / active EE | $2,329 | $4,662-50.0% | $6,442-63.9% | $2,596-10.3% |
| Participant deferral / active EE | $11,207 | $6,859+63.4% | $9,284+20.7% | $4,274+162.2% |
| Admin fee / account holder | $2,508 | $17,052-85.3% | $19,076-86.9% | $7,775-67.7% |