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 | $17,191 | $58,726-70.7% | $92,240-81.4% | $62,293-72.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 29.72% | 43.62%-13.9pp | 176.29%-146.6pp | 28.90%+0.8pp |
| Employer contribution / active EE | $3,814 | $2,392+59.5% | $3,680+3.7% | $2,042+86.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-99.9% | $5,194-100.0% | $479-99.9% |