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 | $53,259-82.8% | $100,712-90.9% | $100,573-90.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 69.3%+30.7pp | 70.9%+29.1pp |
| Annual return | 1.37% | 9.92%-8.5pp | 33.27%-31.9pp | 18.89%-17.5pp |
| Employer contribution / active EE | $0 | $1,492-100.0% | $2,313-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $0 | $1,977-100.0% | $4,085-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $528-100.0% | $9,256-100.0% | $454-100.0% |