Filed October 7, 2020
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Employer contribution per participant 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 | $19,982 | $83,023-75.9% | $102,437-80.5% | $77,762-74.3% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.1pp | 70.6%+29.1pp |
| Annual return | 33.65% | 19.12%+14.5pp | 24.95%+8.7pp | 31.27%+2.4pp |
| Employer contribution / active EE | $8 | $3,552-99.8% | $3,871-99.8% | $2,728-99.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |