Page 59 - DCAC February 2024 Files

County of San Mateo Deferred Compensation Program Participant Survey 2023

29 Haven't been here long to have an opinion. 12/14/2023 9:59 PM
30 I feel like after 8 years of mod-high risk investing there should be a higher amount there. I had 12/14/2023 9:10 PM
to recalculate my retired based on the shortfall. I’m saying this in general 2 years ago and
today. Also haven’t seen anything that indicates that I will have the projection that have been
estimated for me.
31 I don't know what the account is doing 12/14/2023 8:26 PM

32 same as last comment 12/14/2023 8:12 PM
33 would like to see more ESG options available. 12/14/2023 8:11 PM
34 No comment 12/14/2023 8:03 PM

35 It would be good to have more investment options 12/14/2023 7:27 PM
36 I didn't know there were investment options (not that I'd want to use them). I thought the 12/14/2023 6:39 PM
money was invested for you by a fund, so the rating is negative.

37 I am not sure how to rate, I am not financial annalist. I do not know much of stock market 12/14/2023 6:35 PM
38 Could be better- 12/14/2023 6:33 PM
39 Very limited, and not much diversification or selections 12/14/2023 6:29 PM
40 I'm not sure what program is best for me before my retirement. 12/14/2023 6:24 PM

41 have not seen information 12/14/2023 6:19 PM
42 I do not understand the options very well. 12/14/2023 6:14 PM
43 negative net values 12/14/2023 6:09 PM

44 Because the return rate is awful. I could have had a better return by just investing in an S&P 12/14/2023 6:02 PM
ETF
45 Answer given previously. 12/14/2023 6:00 PM

46 Like to take it to other counties 12/14/2023 6:00 PM
47 I would like to receive more coaching on investing and how to guideance 12/14/2023 5:54 PM
48 Not many variety of funds to chose. Choices of funds are very limited. 12/14/2023 5:54 PM
49 I don't feel equipped to respond so I answered "neutral" 12/14/2023 5:52 PM

50 More education in more formats would help. We cannot always attend a seminar and the 12/14/2023 5:46 PM
speakers sometimes cannot fully address our questions.
51 didn't understand previous question. 12/14/2023 5:43 PM

52 They should have more selections of the mutual funds to invest in. There are many good 12/14/2023 5:38 PM
mutual funds that the county does not offer
53 I haven’t fMiliarize myself with investment options and not sure if this is offered 12/14/2023 5:33 PM

54 CD Fund and Money market Funds needed. 12/14/2023 5:28 PM
55 Investment options seem very limited. The new site is confusing to use. Seems like any 12/14/2023 5:27 PM
advanced options like getting help with changing investments all cost extra. It wasn't like that
before. Our area rep was very helpful with making changes.
56 Not enough guidance on how to get match 12/14/2023 5:27 PM
57 Not been with the county long enough. 12/14/2023 5:26 PM

58 because I don't really use them, but you don't have that option. 12/14/2023 5:24 PM
59 I don't have clear understanding how it works 12/14/2023 5:23 PM
60 I am not knowledgeable enough to give an accurate rating. I think they are doing fine. 12/14/2023 5:23 PM

61 I was involved in it. 12/14/2023 5:23 PM

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