Filed April 12, 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 | $72,926 | $35,183+107.3% | $73,550-0.8% | $70,126+4.0% |
| Participation rate | 85.0% | 42.9%+42.1pp | 54.9%+30.1pp | 69.5%+15.5pp |
| Annual return | 10.93% | 26.90%-16.0pp | -15.16%+26.1pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,194 | $709+68.5% | $1,219-2.1% | $2,343-49.0% |
| Participant deferral / active EE | $5,439 | $1,220+345.9% | $1,804+201.5% | $3,332+63.2% |
| Admin fee / account holder | $1,694 | $2,302-26.4% | $2,320-27.0% | $4,645-63.5% |