Filed November 17, 2020 (most recent of 5 filings on file)
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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 | $23,149 | $81,537-71.6% | $149,721-84.5% | $69,631-66.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 12.14% | 22.79%-10.7pp | 1501.67%-1489.5pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $3,477 | $3,239+7.3% | $5,444-36.1% | $2,032+71.1% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |