Page 73 - DCAC Feb 2026 Files
P. 73

County of San Mateo Deferred Compensation Program Participant Survey 2026

        90         Knowing how to invest                                                         2/5/2026 12:01 PM

        91         Already participating                                                         2/5/2026 11:53 AM
        92         early retirement                                                              2/5/2026 11:49 AM
        93         I'm happy with the plan.                                                      2/5/2026 11:46 AM
        94         N/A                                                                           2/5/2026 11:41 AM

        95         If my mortgage was paid off first because of the high interest rate on it     2/5/2026 11:39 AM
        96         Speak with a representative in person and in Spanish                          2/5/2026 11:34 AM
        97         Employer matching                                                             2/5/2026 11:33 AM

        98         increase in Employer contribution                                             2/5/2026 11:33 AM
        99         opportunity to speak with someone about options.                              2/5/2026 11:27 AM
        100        Nothing the County needs to do. It is hard to feel motivated right now when the stock market  2/5/2026 11:23 AM
                   isn't doing well so our retirement account balances are going down. Retirement is getting
                   farther away.
        101        Not sure. I'm not an investment pro.                                          2/5/2026 11:23 AM

        102        A call from a representative.                                                 2/5/2026 11:22 AM
        103        more information- specfically on the differences and similarities between all retirement plans  2/5/2026 11:20 AM
                   available

        104        Not impacted by inflation and market value                                    2/5/2026 11:20 AM
        105        some form of county match                                                     2/5/2026 11:19 AM
        106        Employer matching                                                             2/5/2026 11:16 AM
        107        a meeting to review my portfolio and also contribution amount needed to retire in 2 years  2/5/2026 11:16 AM

        108        Continued outreach such as this survey to remind me of the resources available to make good  2/5/2026 11:15 AM
                   decisions about my financial future
        109        learning how to invest the money that's in the account properly               2/5/2026 11:14 AM

        110        Not sure                                                                      2/5/2026 11:13 AM
        111        not sure                                                                      2/5/2026 11:13 AM
        112        Discussing with someone who can help me.                                      2/5/2026 11:12 AM

        113        I have been contributing since I have worked with any County's deferred compensation  2/5/2026 11:06 AM
                   programs. So far, I have good experience by informing via email.
        114        an understanding of where the money we contribute goes                        2/5/2026 11:03 AM

        115        how i can deposit more money without it coming straight from my paycheck. overall, knowing  2/5/2026 11:01 AM
                   more information on the plan and how to navigate online/app
        116        to know more about 457 plan.                                                  2/5/2026 10:59 AM

        117        a sit down meeting to explain SAMCERA and deferred comp                       2/5/2026 10:58 AM
        118        Understand what my budget is today vs when I retire. Have a spreadsheet with expenses of  2/5/2026 10:58 AM
                   today and forecast into retirement. Like health care Taxes Groceries Build in the inflation of
                   each item
        119        financial results                                                             2/5/2026 10:56 AM
        120        I continue to be disappointed that this county (and the industry as a whole) does not prioritize  2/5/2026 10:56 AM
                   their values when offering investment opportunities. There are virtually no true socially or
                   environmentally responsible funds.
        121        To know if I can afford to retire in this economy                             2/5/2026 10:53 AM




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