Filed January 2, 2024 (most recent of 5 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 | $67,968 | $102,422-33.6% | $147,117-53.8% | $80,959-16.0% |
| Participation rate | 72.1% | 75.9%-3.8pp | 82.2%-10.1pp | 67.7%+4.4pp |
| Annual return | 10.91% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,824 | $3,717-50.9% | $4,932-63.0% | $2,757-33.8% |
| Participant deferral / active EE | $4,947 | $6,652-25.6% | $8,065-38.7% | $4,300+15.0% |
| Admin fee / account holder | $6,694 | $7,953-15.8% | $12,993-48.5% | $6,925-3.3% |