Filed March 26, 2018
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,464 | $123,793-56.0% | $177,848-69.4% | $79,856-31.8% |
| Participation rate | 98.8% | 84.7%+14.1pp | 87.7%+11.1pp | 69.6%+29.2pp |
| Annual return | 3.64% | 22.82%-19.2pp | 48.33%-44.7pp | 31.71%-28.1pp |
| Employer contribution / active EE | $5,205 | $4,095+27.1% | $5,919-12.1% | $2,471+110.6% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |