Filed December 28, 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 | $33,131 | $112,729-70.6% | $98,716-66.4% | $137,256-75.9% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.3%+22.0pp | 80.0%+11.3pp |
| Annual return | 56.78% | 38.48%+18.3pp | 31.81%+25.0pp | 220.34%-163.6pp |
| Employer contribution / active EE | $1,199 | $2,725-56.0% | $2,279-47.4% | $4,156-71.2% |
| Participant deferral / active EE | $4,975 | $4,640+7.2% | $4,048+22.9% | $6,407-22.4% |
| Admin fee / account holder | $5,126 | $10,129-49.4% | $8,703-41.1% | $12,270-58.2% |