Filed June 4, 2020 (most recent of 2 filings on file)
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,473 | $76,696-17.2% | $96,538-34.3% | $71,529-11.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 7.93% | 48.32%-40.4pp | 35.74%-27.8pp | 28.97%-21.0pp |
| Employer contribution / active EE | $3,802 | $3,032+25.4% | $3,740+1.7% | $2,590+46.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |