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 | $64,102 | $68,394-6.3% | $94,672-32.3% | $75,177-14.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 13.86% | 616.92%-603.1pp | 156.89%-143.0pp | 160.75%-146.9pp |
| Employer contribution / active EE | $4,306 | $2,701+59.4% | $3,673+17.2% | $2,671+61.2% |
| Participant deferral / active EE | $6,415 | $6,536-1.8% | $7,417-13.5% | $4,126+55.5% |
| Admin fee / account holder | $2,659 | $5,326-50.1% | $7,222-63.2% | $5,651-53.0% |