Filed June 7, 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 | $602 | $78,607-99.2% | $105,624-99.4% | $74,478-99.2% |
| Participation rate | 96.5% | 72.8%+23.7pp | 75.3%+21.2pp | 67.2%+29.2pp |
| Annual return | -96.47% | 15.96%-112.4pp | 116.20%-212.7pp | 1370.56%-1467.0pp |
| Employer contribution / active EE | $2,128 | $2,523-15.6% | $3,168-32.8% | $2,626-19.0% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |