Filed October 15, 2015 (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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,811 | $64,286-86.3% | $90,970-90.3% | $73,412-88.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | -28.40% | 21.46%-49.9pp | 134.60%-163.0pp | 59.30%-87.7pp |
| Employer contribution / active EE | $1,375 | $895+53.7% | $2,122-35.2% | $2,234-38.5% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,961-100.0% | $158-100.0% |