Filed November 16, 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.
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 | $17,072 | $95,453-82.1% | $112,040-84.8% | $82,448-79.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 1.67% | 23.92%-22.2pp | 24.52%-22.8pp | 41.64%-40.0pp |
| Employer contribution / active EE | $1,866 | $2,318-19.5% | $2,954-36.8% | $2,551-26.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |