Filed November 15, 2017 (most recent of 2 filings on file)
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,266 | $72,303-80.3% | $86,717-83.5% | $64,829-78.0% |
| Participation rate | 97.8% | 80.4%+17.3pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | -51.38% | 392.77%-444.2pp | 35.97%-87.4pp | 32.85%-84.2pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,494-100.0% | $188-100.0% |