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 | $8,665 | $47,202-81.6% | $93,727-90.8% | $99,313-91.3% |
| Participation rate | 100.0% | 57.3%+42.7pp | 68.7%+31.3pp | 71.7%+28.3pp |
| Annual return | -45.61% | 13.08%-58.7pp | 133.83%-179.4pp | 17.67%-63.3pp |
| Employer contribution / active EE | $0 | $1,134-100.0% | $2,421-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $0 | $2,296-100.0% | $4,417-100.0% | $5,346-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $8,292-100.0% | $109-100.0% |