Filed January 16, 2024
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,137 | $71,523-69.0% | $98,461-77.5% | $71,511-69.0% |
| Participation rate | 90.8% | 72.7%+18.1pp | 75.2%+15.6pp | 67.9%+22.8pp |
| Annual return | 7.48% | 32.43%-24.9pp | 21.17%-13.7pp | 28.86%-21.4pp |
| Employer contribution / active EE | $2,953 | $2,399+23.1% | $3,049-3.1% | $2,589+14.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,676-100.0% | $8,961-100.0% | $1,588-100.0% |