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 | $11,914 | $44,626-73.3% | $86,235-86.2% | $80,169-85.1% |
| Participation rate | 93.8% | 63.5%+30.2pp | 69.0%+24.8pp | 72.9%+20.8pp |
| Annual return | 2.14% | 19.61%-17.5pp | 1170.03%-1167.9pp | 40.39%-38.3pp |
| Employer contribution / active EE | $407 | $1,099-63.0% | $2,381-82.9% | $2,978-86.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,987-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,856-100.0% | $145-100.0% |