Filed July 31, 2020
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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 | $8,574 | $56,171-84.7% | $108,745-92.1% | $55,167-84.5% |
| Participation rate | 100.0% | 70.7%+29.3pp | 77.7%+22.3pp | 69.0%+31.0pp |
| Annual return | 44.94% | 214.86%-169.9pp | 46.22%-1.3pp | 169.23%-124.3pp |
| Employer contribution / active EE | $595 | $2,153-72.4% | $3,323-82.1% | $1,963-69.7% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-100.0% | $6,144-100.0% | $504-100.0% |