Filed March 31, 2023 (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 | $83,830 | $58,600+43.1% | $83,327+0.6% | $64,173+30.6% |
| Participation rate | 86.7% | 72.0%+14.6pp | 77.8%+8.9pp | 69.6%+17.1pp |
| Annual return | -3.77% | 9.66%-13.4pp | 10.64%-14.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,275 | $2,098+8.4% | $3,379-32.7% | $2,381-4.5% |
| Participant deferral / active EE | $3,566 | $4,656-23.4% | $5,565-35.9% | $3,470+2.8% |
| Admin fee / account holder | $21,248 | $9,282+128.9% | $7,540+181.8% | $4,887+334.7% |