Filed February 22, 2023 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,790 | $49,138-88.2% | $84,023-93.1% | $65,186-91.1% |
| Participation rate | 97.6% | 60.7%+36.8pp | 69.0%+28.6pp | 70.2%+27.4pp |
| Annual return | -17.85% | 23.00%-40.8pp | 71.32%-89.2pp | 29.39%-47.2pp |
| Employer contribution / active EE | $202 | $914-77.8% | $1,984-89.8% | $2,177-90.7% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |