Filed April 4, 2018 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,307 | $86,897+238.7% | $151,639+94.1% | $64,819+354.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -18.23% | -3.57%-14.7pp | 3.34%-21.6pp | 32.84%-51.1pp |
| Employer contribution / active EE | $10,528 | $4,010+162.6% | $6,165+70.8% | $2,507+320.0% |
| Participant deferral / active EE | $16,708 | $6,690+149.7% | $8,363+99.8% | $4,311+287.6% |
| Admin fee / account holder | $2 | $153-98.5% | $11,613-100.0% | $188-98.8% |