Filed February 22, 2023 (most recent of 2 filings on file)
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,715 | $64,286-95.8% | $90,970-97.0% | $73,412-96.3% |
| Participation rate | 90.0% | 63.6%+26.5pp | 69.0%+21.0pp | 72.2%+17.9pp |
| Annual return | -52.85% | 21.46%-74.3pp | 134.60%-187.4pp | 59.30%-112.1pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-99.9% | $5,961-100.0% | $158-99.8% |