Filed November 16, 2016
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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 | $14,619 | $71,878-79.7% | $86,698-83.1% | $68,486-78.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 27.07% | 3.53%+23.5pp | 35.95%-8.9pp | -7.85%+34.9pp |
| Employer contribution / active EE | $1,982 | $2,173-8.8% | $2,837-30.1% | $2,597-23.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $6,113-100.0% | $7,493-100.0% | $5,404-99.9% |