Filed May 25, 2021
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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $747 | $59,467-98.7% | $93,727-99.2% | $74,478-99.0% |
| Participation rate | 97.3% | 59.6%+37.7pp | 68.7%+28.6pp | 67.2%+30.1pp |
| Annual return | -103.78% | 82.14%-185.9pp | 133.83%-237.6pp | 1370.56%-1474.3pp |
| Employer contribution / active EE | $6,438 | $1,267+408.2% | $2,421+165.9% | $2,626+145.1% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |