Filed February 20, 2024
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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 | $4,881 | $70,917-93.1% | $98,920-95.1% | $73,497-93.4% |
| Participation rate | 98.1% | 73.8%+24.3pp | 76.0%+22.1pp | 70.7%+27.4pp |
| Annual return | -56.59% | 34.18%-90.8pp | 196.47%-253.1pp | 28.51%-85.1pp |
| Employer contribution / active EE | $1,654 | $2,037-18.8% | $2,689-38.5% | $2,270-27.1% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |