Filed November 8, 2018 (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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,391 | $104,482-97.7% | $159,455-98.5% | $79,393-97.0% |
| Participation rate | 98.6% | 76.6%+22.0pp | 82.8%+15.8pp | 70.7%+27.9pp |
| Annual return | 0.18% | 67.96%-67.8pp | 263.63%-263.4pp | 116.87%-116.7pp |
| Employer contribution / active EE | $1,554 | $3,416-54.5% | $4,830-67.8% | $2,428-36.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |