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 | $92,224 | $70,366+31.1% | $66,674+38.3% | $138,895-33.6% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.7%+15.8pp | 79.9%+9.6pp |
| Annual return | 13.72% | 386.41%-372.7pp | 321.24%-307.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $8,069 | $2,765+191.8% | $2,620+208.0% | $4,194+92.4% |
| Participant deferral / active EE | $7,027 | $4,374+60.7% | $4,084+72.1% | $6,396+9.9% |
| Admin fee / account holder | $7,375 | $5,262+40.1% | $5,098+44.7% | $12,562-41.3% |