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.
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 | $31,008 | $92,224-66.4% | $105,223-70.5% | $79,634-61.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.82% | 88.65%-79.8pp | 180.65%-171.8pp | 36.46%-27.6pp |
| Employer contribution / active EE | $3,413 | $3,965-13.9% | $3,689-7.5% | $2,529+35.0% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |