Filed September 6, 2018 (most recent of 3 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,159 | $85,660-89.3% | $133,346-93.1% | $85,660-89.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 72.8%+27.2pp | 74.8%+25.2pp |
| Annual return | 1.37% | 19.52%-18.1pp | 36.85%-35.5pp | 19.52%-18.1pp |
| Employer contribution / active EE | $0 | $4,199-100.0% | $2,853-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,332-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $224-100.0% | $14,264-100.0% | $224-100.0% |