Filed February 5, 2018
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,272 | $40,435+140.6% | $80,648+20.6% | $74,473+30.6% |
| Participation rate | 98.6% | 47.4%+51.2pp | 67.0%+31.5pp | 70.7%+27.8pp |
| Annual return | 37.23% | 165.22%-128.0pp | 937.21%-900.0pp | 34.36%+2.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,724-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $721-100.0% | $5,382-100.0% | $347-100.0% |