Filed July 31, 2024 (most recent of 2 filings on file)
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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 | $15,682 | $84,499-81.4% | $125,391-87.5% | $66,949-76.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 9.76% | -8.49%+18.3pp | 572.41%-562.7pp | 1.57%+8.2pp |
| Employer contribution / active EE | $1,194 | $3,554-66.4% | $4,816-75.2% | $2,545-53.1% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $685-99.8% | $10,009-100.0% | $594-99.8% |