Filed April 4, 2018
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Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,902 | $79,184-20.6% | $102,438-38.6% | $74,546-15.6% |
| Participation rate | 98.0% | 74.8%+23.2pp | 76.5%+21.5pp | 67.2%+30.8pp |
| Annual return | -0.15% | 54.95%-55.1pp | 29.37%-29.5pp | 1366.03%-1366.2pp |
| Employer contribution / active EE | $5,252 | $2,362+122.3% | $3,024+73.7% | $2,624+100.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $13 | $2,001-99.4% | $9,448-99.9% | $1,944-99.3% |