Filed August 2, 2024
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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 | $30,446 | $83,023-63.3% | $102,437-70.3% | $77,762-60.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 7.47% | 19.12%-11.6pp | 24.95%-17.5pp | 31.27%-23.8pp |
| Employer contribution / active EE | $1,477 | $3,552-58.4% | $3,871-61.9% | $2,728-45.9% |
| 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% |