Filed March 16, 2020
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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 | $16,146 | $85,515-81.1% | $112,040-85.6% | $67,986-76.3% |
| Participation rate | 79.6% | 68.2%+11.4pp | 76.5%+3.1pp | 57.2%+22.4pp |
| Annual return | 298.83% | 29.68%+269.2pp | 24.52%+274.3pp | 31.67%+267.2pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |