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 | $59,402-98.7% | $93,654-99.2% | $74,546-99.0% |
| Participation rate | 97.3% | 59.7%+37.6pp | 68.7%+28.6pp | 67.2%+30.1pp |
| Annual return | -103.78% | 81.86%-185.6pp | 133.34%-237.1pp | 1366.03%-1469.8pp |
| Employer contribution / active EE | $6,438 | $1,265+409.0% | $2,421+165.9% | $2,624+145.3% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |