Filed March 18, 2016
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,872 | $58,099+135.6% | $76,872+78.1% | $75,173+82.1% |
| Participation rate | 96.7% | 63.9%+32.8pp | 69.6%+27.1pp | 67.2%+29.5pp |
| Annual return | 10.74% | 26.71%-16.0pp | 37.90%-27.2pp | 160.72%-150.0pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11 | $4,778-99.8% | $5,476-99.8% | $5,651-99.8% |