Filed January 27, 2025 (most recent of 4 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.
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 | $9,676 | $48,744-80.1% | $93,727-89.7% | $200,096-95.2% |
| Participation rate | 90.6% | 63.7%+26.9pp | 68.7%+21.9pp | 72.0%+18.6pp |
| Annual return | -10.93% | 15.36%-26.3pp | 133.83%-144.8pp | 34.26%-45.2pp |
| Employer contribution / active EE | $381 | $1,140-66.6% | $2,421-84.3% | $3,038-87.5% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,292-100.0% | $269-100.0% |