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 | $16,090 | $79,181-79.7% | $102,423-84.3% | $74,429-78.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -6.59% | 54.97%-61.6pp | 29.42%-36.0pp | 1368.38%-1375.0pp |
| Employer contribution / active EE | $914 | $2,362-61.3% | $3,023-69.8% | $2,625-65.2% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $2,002-99.9% | $9,455-100.0% | $1,944-99.9% |