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 | $123,637 | $53,546+130.9% | $69,884+76.9% | $68,486+80.5% |
| Participation rate | 96.7% | 64.5%+32.2pp | 70.5%+26.3pp | 67.9%+28.8pp |
| Annual return | 10.77% | -13.87%+24.6pp | 190.81%-180.0pp | -7.85%+18.6pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17 | $4,693-99.6% | $6,266-99.7% | $5,404-99.7% |