Filed May 24, 2023 (most recent of 2 filings on file)
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Employer 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 | $71,979 | $100,938-28.7% | $90,461-20.4% | $158,982-54.7% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.2pp |
| Annual return | 10.39% | 1727.20%-1716.8pp | 1294.76%-1284.4pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,400 | $4,350+47.1% | $3,964+61.4% | $5,983+7.0% |
| Admin fee / account holder | $4,712 | $6,510-27.6% | $5,617-16.1% | $11,252-58.1% |