Filed December 31, 2021 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,619 | $82,678+27.7% | $125,391-15.8% | $68,490+54.2% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | 27.91% | -5.97%+33.9pp | 572.41%-544.5pp | -7.85%+35.8pp |
| Employer contribution / active EE | $17,382 | $3,382+413.9% | $4,816+261.0% | $2,597+569.4% |
| Participant deferral / active EE | $727 | $6,111-88.1% | $7,448-90.2% | $4,028-81.9% |
| Admin fee / account holder | $3,903 | $6,277-37.8% | $10,009-61.0% | $5,403-27.8% |