Filed July 2, 2024 (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.)
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 | $163,722 | $60,165+172.1% | $74,184+120.7% | $55,167+196.8% |
| Participation rate | 96.2% | 74.2%+22.0pp | 76.6%+19.5pp | 69.0%+27.2pp |
| Annual return | -0.57% | 10.00%-10.6pp | 17.74%-18.3pp | 169.23%-169.8pp |
| Employer contribution / active EE | $5,753 | $1,600+259.6% | $2,370+142.7% | $1,963+193.1% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $3,928 | $419+836.7% | $5,586-29.7% | $504+679.5% |