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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,584 | $93,617+247.8% | $135,982+139.4% | $75,177+333.1% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 261.70% | 30.89%+230.8pp | 68.32%+193.4pp | 160.75%+100.9pp |
| Employer contribution / active EE | $8,161 | $3,538+130.6% | $4,859+67.9% | $2,671+205.5% |
| Participant deferral / active EE | $263 | $6,406-95.9% | $7,760-96.6% | $4,126-93.6% |
| Admin fee / account holder | $3,574 | $6,980-48.8% | $10,767-66.8% | $5,651-36.8% |