Filed April 24, 2019
Total covered: 7 employees
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,289 | $70,002-82.4% | $115,038-89.3% | $52,331-76.5% |
| Participation rate | 98.6% | 72.1%+26.4pp | 81.4%+17.2pp | 68.1%+30.4pp |
| Annual return | 27.13% | 4.04%+23.1pp | 26.14%+1.0pp | 4.54%+22.6pp |
| Employer contribution / active EE | $1,693 | $2,715-37.6% | $4,608-63.3% | $1,882-10.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |