Filed May 24, 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 | $63,419 | $103,038-38.5% | $90,324-29.8% | $152,909-58.5% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 22.46% | 95.25%-72.8pp | 78.15%-55.7pp | 345.46%-323.0pp |
| Employer contribution / active EE | $6,443 | $3,141+105.1% | $2,856+125.6% | $4,764+35.2% |
| Participant deferral / active EE | $5,863 | $4,282+36.9% | $3,885+50.9% | $5,851+0.2% |
| Admin fee / account holder | $2,425 | $6,177-60.7% | $5,356-54.7% | $11,601-79.1% |