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.)
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 | $51,194 | $59,111-13.4% | $86,451-40.8% | $68,490-25.3% |
| Participation rate | 75.5% | 75.2%+0.3pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | -19.18% | -0.22%-19.0pp | 4398.51%-4417.7pp | -7.85%-11.3pp |
| Employer contribution / active EE | $2,572 | $2,519+2.1% | $3,770-31.8% | $2,597-1.0% |
| Participant deferral / active EE | $4,135 | $5,900-29.9% | $6,953-40.5% | $4,028+2.7% |
| Admin fee / account holder | $11,242 | $5,640+99.3% | $6,734+66.9% | $5,403+108.1% |