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 | $84,472 | $70,486+19.8% | $100,535-16.0% | $79,856+5.8% |
| Participation rate | 79.5% | 73.6%+5.8pp | 79.4%+0.1pp | 69.6%+9.8pp |
| Annual return | 20.87% | 21.90%-1.0pp | 30.90%-10.0pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,122 | $2,165-2.0% | $3,419-37.9% | $2,471-14.2% |
| Participant deferral / active EE | $3,611 | $5,182-30.3% | $6,271-42.4% | $3,741-3.5% |
| Admin fee / account holder | $2,994 | $4,480-33.2% | $8,085-63.0% | $5,306-43.6% |