Filed June 4, 2020 (most recent of 2 filings on file)
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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 | $13,476 | $50,464-73.3% | $75,784-82.2% | $52,331-74.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 19.40% | 1.03%+18.4pp | 9.68%+9.7pp | 4.54%+14.9pp |
| Employer contribution / active EE | $1,695 | $1,988-14.8% | $3,323-49.0% | $1,882-9.9% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |