Filed March 18, 2016
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,746 | $69,515+82.3% | $86,868+45.9% | $85,856+47.6% |
| Participation rate | 95.7% | 66.3%+29.4pp | 71.6%+24.1pp | 69.3%+26.4pp |
| Annual return | 62.11% | 20.12%+42.0pp | 63.53%-1.4pp | 318.58%-256.5pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $17 | $5,972-99.7% | $5,829-99.7% | $6,261-99.7% |