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 | $106,230+15.7% | $147,080-16.4% | $77,736+58.1% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 7.99% | 56.91%-48.9pp | 420.17%-412.2pp | 31.26%-23.3pp |
| Employer contribution / active EE | $10,417 | $4,072+155.8% | $4,933+111.2% | $2,728+281.9% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |