Filed November 18, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,939 | $106,110+15.9% | $147,005-16.4% | $77,671+58.3% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.3pp | 70.6%+27.8pp |
| Annual return | 7.99% | 56.77%-48.8pp | 418.76%-410.8pp | 31.21%-23.2pp |
| Employer contribution / active EE | $10,417 | $4,065+156.3% | $4,934+111.1% | $2,726+282.1% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |