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 | $68,012 | $27,936+143.5% | $58,561+16.1% | $75,173-9.5% |
| Participation rate | 93.3% | 38.8%+54.5pp | 50.9%+42.5pp | 67.2%+26.1pp |
| Annual return | 13.60% | 44.21%-30.6pp | 4251.33%-4237.7pp | 160.72%-147.1pp |
| Employer contribution / active EE | $3,192 | $670+376.8% | $1,053+203.0% | $2,671+19.5% |
| Participant deferral / active EE | $7,135 | $1,202+493.7% | $1,923+271.0% | $4,126+72.9% |
| Admin fee / account holder | $3,321 | $1,727+92.3% | $2,520+31.8% | $5,651-41.2% |