Filed August 3, 2017 (most recent of 4 filings on file)
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $522,493-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 37.0%-37.0pp | 12.6%-12.6pp |
| Annual return | 2.84% | 4.56%-1.7pp | 4.11%-1.3pp | 4.56%-1.7pp |
| Employer contribution / active EE | $0 | $15,526-100.0% | $35,308-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $97-100.0% | $25-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $8,766-100.0% | $1,711-100.0% |