Filed January 23, 2021
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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 | $9,045 | $57,921-84.4% | $84,753-89.3% | $57,658-84.3% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 70.2%+16.5pp |
| Annual return | 8.95% | 10.24%-1.3pp | 22.78%-13.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $4,262 | $2,598+64.0% | $3,574+19.2% | $1,974+115.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |