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 | $97,550-82.5% | $120,344-85.8% | $87,485-80.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 1.67% | 18.41%-16.7pp | 20.30%-18.6pp | 26.06%-24.4pp |
| Employer contribution / active EE | $1,866 | $2,291-18.5% | $3,020-38.2% | $2,596-28.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |