Filed July 6, 2022
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,067 | $67,214-70.1% | $61,491-67.4% | $134,545-85.1% |
| Participation rate | 0.0% | 83.7%-83.7pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -20.37% | -12.08%-8.3pp | -12.98%-7.4pp | 418.37%-438.7pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,431-100.0% |